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Strategies & Market Trends : Guidance and Visibility
AAPL 258.27+1.1%3:59 PM EST

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To: keithcray who wrote (33443)11/25/2001 2:15:24 AM
From: 2MAR$  Read Replies (2) of 208838
 
nice to see the flatscreen I bought 6 mos ago , selling for 45% less than what i payed for it ...

chit !.... I REALLY hate that , lol!
(time for bunny to get an extra one now , even scotch girls can afford them , hehe)

PXLW trying to run up again, we know what GNSS
has done , if there was ever an app who's time
has come it's been the flat screen .
stockcharts.com[h,a]daclyimy[pc5!c20!c30!c50!c100!c200!h.02,.20!f][vc60][iut!Lh5,5!La12,26,9!Lg!Li13,5]

but the valuations are still pretty insane , and upgrades
are still coming in from Cowen seeing increased shipments
40% Qtr to Qtr....6+mil from 4.9mil or so, but noted both
GNSS and PXLW had guided for flat sequential results.

Oct 16th : Pixelworks (PXLW) 14.13 +0.40: Posts Q3 net of $0.09 a share, $0.01 better than consensus, vs yr-ago EPS of $0.06. Rev rose 58% to $24.1 mln (mean $25.3 mln). Company lowers Q4 rev guidance to approx $24 mln (mean $28.1 mln); see press release.

PXLW sportin' a PE around 60 and market cap of $650mil
and GNSS PE of about 350 and Cap of $1Bil <G>

GNSS
stockcharts.com[h,a]daclyimy[pc5!c20!c30!c50!c100!c200!h.02,.20!f][vc60][iut!Lh5,5!La12,26,9!Lg!Li13,5]

GNSS i believe has a patent infringement suit ongoing with
SIMG which they vigorously denied any negative outcome in settlements,
but SIMG remaining "hopeful" that it will receive a
preliminary injunction in mid- to early-2002. There were
rumors/report of insider selling in october.

All in all, GNSS still highly overvalued here
at these levels BWDIK.

;-)
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