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Technology Stocks : Genesis Microchip (GNSS)
GNSS 2.360-1.5%3:32 PM EST

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To: Larry S. who wrote (1128)4/20/2004 2:19:11 PM
From: George the Greek  Read Replies (1) of 1277
 
Well, those links pointed to big players (like Sony, but not just Sony) moving to designing their own video chip infrastructure in house, the argument being that they would be squeezing Genesis out (in the long run I suppose).

The counter argument is that Genesis, as a smaller, focused company, is more fleet-footed, and can keep on the leading edge (technologically).
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