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Technology Stocks : GGNS Genus
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To: Sam Citron who wrote (1972)12/24/2004 12:56:48 PM
From: The Ox  Read Replies (1) of 2006
 
I'm glad to see the article, as it may help to get out the message that GGNS is undervalued. I actually think AIXG is also being sold too cheaply but it still makes more sense to buy GGNS due to the premium in AIXG's stock price (19% at the moment).

I just don't see any real stumbling blocks out there and this is pretty close to a no-brainer buy, in my opinion. If AIXG can return to their previous 52 week high, that would put a value on GGNS stock over $4/share. Obviously, their customers have to buy more product to justify a large rebound in the stock price but I expect demand to improve significantly in 2006 vs 04 and 05. So, somewhere down the line, there should be some anticipation of this increased demand by the market and the stock price should improve, at least that's what I'm counting on.

On the risk side, we have to see how well the combined company performs during this period of weak demand. Can they maintain or improve margins? Will they be able to eliminate redundant positions or maximize potential synergies within the new entity? Will the expected demand improvement come about on time or will it be pushed out? Will their competitors (VECO in particular) gain market share?

It will be interesting to see how this plays out. I've got a seat at the table and I feel pretty comfortable that I'm early to the party, so to speak.
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