Genesis Microchip (GNSS) Message Board

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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 (1048)	3/19/2003 3:09:32 AM
From: Sultan	Read Replies (1) of 1277

If I may butt in here.. I see pluses and minuses here.. One thing I don't like is both GNSS and PXLW have sizable goodwill (276m) on their balance sheet.. Obviously something that will be written off over quite some time.. On the plus side collectively they have about 220m in cash and PXLW have chips for Plasma TV etc. which is a growing market.. I don't think they have much of an overlap on LCD monitors side where GNSS is dominant.. Other items such as combined annual sale vs. market cap are not too out of line.. Not cheap but if they execute in a growing niche, not outrageous either..

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