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Technology Stocks : Genesis Microchip (GNSS)
GNSS 2.380-0.8%Nov 7 9:30 AM EST
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To: Paul Senior who wrote (993)4/6/2002 7:50:46 AM
From: gerard mangiardi  Read Replies (1) of 1277
 
Right now I think the biggest question re gnss is whether their intellectual property is defensible. If it is then this is a great buying opportunity. They just reiterated guidance for the mar and june quarters which suggests either they are able to maintain market share or prices or perhaps a little of both. the big question in my mind is why a company like txn doesn't swallow them up .
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