Man, can't help but praise myself a little here with investment theme in GNSS over a years ago. :)
May 11, 2000, post#713,
"Hey, thread, I'm thinking we should probably move this thread under "Semiconductor", instead of "Miscellaneous(Technology)". I believe we're right at the turning point of FPD/digital CRT market, and it's probably a good time to move the home to "Semiconductor Forum" as that's where it belongs to. What you guys think?"
May 12, 2000, post#716,
"Okay, let's start a new thread under "Semiconductors" with a subject like "Genesis Microchip - Pos PC era, Flat Panel Display(FPD)/digital CRT IC play". How's that sound?
I would to stress pos PC era as I think PC is already a matured technology, and emerging market will be in "style", meaning FPD, very much like Steve Jobs did for Apple; color IMacs."
May 16, 2000, post#721, in reply to Michael Happel's post regarding Genesis's news release on 'dual interface chip',
"This is the chip I'm waiting for, and market doesn't see it yet."
May 18, 2000, post#723,"Bruce, ADI is working hard on similar product, they(ADI)have been talking about it for few months now and I still hasn't seen the release news yet. The potential of this product is pretty summarized in its news release and this is the kind of product that I think SIMG has a hard time to come up with as they're lack of analog talent(investor should appreciate the Genesis/Paradise merger more now since this the fruit of the it). Good luck."
May 24, 2000, post#726,
"BRCM bought a private company which it's in DVI and some wireless stuff for ~240M. GNSS is way undervalue in my opinion."
July 15, 2000, post#746,
"I own both SIMG and GNSS. I've bigger stake in GNSS. SIMG has big price/volume break out yesterday. But over the next 12 months, I believe GNSS will give better percentage returns than SIMG. The recent change in management is very positive in my opinion. So here's my dream: it runs to 30-40 in next few months and then got bought out at 50% premium. :)))
Frankly, I believe GNSS is a good takeover candidate, I think TI would be very interested in GNSS."
Aug 30, 2000, post#760,
"I hope so too. My stake in this company getting so big that I got a reminder call from the company asking to vote in shareholder meeting. :) "
Jan 18, 2001, post#802,
"Compare this report to Sagi and others, you'll see Gnss is so well positioned and it's becoming a clear leader. I don't know what to say, except joyful to see this result."
Jan 18, 2001, post#804,
"Triloby, I don't know what you'll be buying tomorrow, I can tell you this, if sagi worth 250M, and if Panstera(formly Paneltronix) worth 127M, then gnss should worth xx times more, clear? :))) "
Jan 19, 2001, post#808,
"Trilobye, let me assure you what he said is right. PXLW's accuqusition of Panstera/Paneltronix is good for them, but they're still way, way behind, trust me on that! :))) "
June 14, 2001, post#870,
"Sold 45% of my holding today, thank you Genesis. "
Oct 25, 2001, post#904,
"Tom, I sold my remaining shares today, it's close enough to my target, 1B cap, it's been a wonderful ride and helps me to weather this bear market. I actually shorted PXLW against my gnss long when they were both at high twenty, I knew pxlw won't be able to challenge gnss in lcd space. " |
