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: OldAIMGuy who wrote (1056)	3/21/2003 9:40:29 PM
From: Will Lyons	Read Replies (2) of 1277

Hello Tom GGNS has several big customers. It would not pay any of them to make their own components rather than buy GNSS has economies of scale in that they supply a large part of the panel industry,, and at lower cost Each customer would have to tool up and provide research etc and the combined costs would exceed that of GNSS. Also I think the total cost of the panel greatly exceeds the GNSS portion so that it would not be a big saving for the OEM, and they could not sell to their competitors The concern rather is that a potential competitor may enter the market to supply the same customer base, but that would require investment in equipment, research, and bypassing existing patents, etc I think that the problem now is to assess the potential of the merger to accomplish the stated goals and the ability to make it work. My argument with the gorilla gang is that they have too rigid ideas and so i shall leave them to their own game. I m now looking at SSFT as another possible and if it interests You perhaps we should revive that thread WL

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