Genesis Microchip (GNSS) Message Board

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Technology Stocks : Genesis Microchip (GNSS)

GNSS 2.250

-3.8%

3:22 PM EST

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To: Gerald Thomas who started this subject	3/27/2001 6:35:22 PM
From: dogemup	Read Replies (1) of 1277

Hi Paul: Just added 3000 shares at 11 1/8. I now have about 35000 shares in various portfolios I manage. My average cost across the portfolios is about 12 1/4. I view this as a long term hold. I'm hoping that price points of FPD's come down and benefits make the value proposition more favorable. I'm also counting on the Microsoft OS upgrade in the 2nd half of this year to start a new round of PC upgrades. When that happens, I think that FPD sales should see a boost. I think GNSS has a chance to earn north of $.67/share for the fiscal year ending 3/02, which would put its Price/2002 earnings at about 16. Its selling for just over 3 times sales, and will grow (I hope) revenues more than 30%/year over the next 5 years. I have less technical knowledge than many on this board and there are definitely some risks: earnings warning in the next 10 days, slow growth, other tech. companies moving into the space-to name just a few. But I like Genesis's position in this market and think they can maintain leadership and their market share. I also have a small position in SAGI-unfortunately at an average cost of just over $10. all IMHO Good luck

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