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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: James Sinclair who wrote (8569)10/21/1999 12:31:00 AM
From: chaz  Read Replies (1) | Respond to of 54805
 
Appreciate the quick view on GNSS. Haven't looked at your page yet...tomorrow for sure. HD TVs are in the "early adopter" price range now....like early color sets. That seems like a fairly long way off as far as GNSS's bottom line. I'd like to know more about flat panel displays and where they are in the adoption cycle. Any comments? Obviously somebody's buying their stuff with increased vigor. Is there any sort of ip at work here? Seems unlikely...this is basically semiconductor stuff, right?