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To: Glenn D. Rudolph who wrote (101781)	4/20/2000 11:56:00 AM
From: Si_Detective	Read Replies (1) \| Respond to of 164684

Glenn, I don't know if you like semi stock or not. I've one to offer, Genesis Microchip, headquarter in Toronto and office in silicon valley. They made ICs in Flat Panel Display(FPD) market, it's one of the emerging market that Kelvin Landis of Firsthand fund and Dan Niles like. Pure FPD players include Silicon Images(SIMG), SAGE(SAGI), with others like ADI and TI both have some product in this market. SIMG is a recent IPO. GNSS has IPOed 2 years now and has broader product portfolio but lags SIMG in digital interface product, but the lead by SIMG is significantly reduced with their new products stream coming out the last few months, and GNSS is way undervalued compare to SIMG. FPD market will really take off until second half of this year due to significant increase in FPD capacity in Taiwan, Korean, and Japan. The market is big enough to have few players. My target price on GNSS is $40 at the end of this year, current price is $18.