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Technology Stocks : Genesis Microchip (GNSS) -- Ignore unavailable to you. Want to Upgrade?

To: Prasanna L Soni who wrote (433)	10/9/1999 1:35:00 PM
From: Danny Chan	Read Replies (1) \| Respond to of 1277

Prassnna. I think GNSS is still too small to appear on most institutions' radar screen and the fact that the price/performance of FPD has not reached a critical level to become mainstream. Institutional interest is the main reason for the high premium of PMCS or AMCC. I know many talks about production constrain, but if the demand has already been very strong, innovations and financial resources should solve the problem soon. Apparently we are not quite there yet. This stock has been heavily shorted and apparently short sellers have their reason. My guess is that they are comparing the FPD to something like video phone/conferencing or VCD several years ago. I respect tech fund manager like Kevin with whom I have had several stories of being ahead of the mainstream market. I think it could be as early as the end of 00 when we can see some significant pick up in FPD market. As for the stock price, let the market do the math itself. Anyone who interested in GNSS should really hold it in a balanced portfolio to distribute risk. Danny