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: Larry S. who wrote (1071)	5/5/2003 10:11:22 AM
From: Cary Salsberg	Read Replies (1) of 1277

It is "Cary" I don't subscribe to the "Gorilla" model. When I use SCA and SBE, I am thinking of chip makers and I am concerned if the products will be commodities. In that case, there will be little profit and little growth. Disk drives and DRAM are prime examples of commodity products. I follow the prospects of GNSS because they are "the leading manufacturer", but I will not buy any until I understand about SCA and SBE. I know I missed the ride from $7 to $70, but I also missed the ride from $70 to $7. I lump GNSS with NVDA. Similar rides, similar "leading" position, similar lack of my ability to see SCA and SBE.

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