Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: trilobyte who wrote (798)	1/18/2001 5:45:03 PM
From: trilobyte	Read Replies (2) \| Respond to of 1277

Q&A starting now... Wit Soundview: Gross margin and trend downward? ASP trend are? ASP has a wide range between 3 products. Going from shift in mix from standalone products less than 10$ to dual processors that have average prices. Expect ASP to actually increase in the short term. On the cost side, we've said expected this trend at the 50% level... Now, Semiconductor manufacturing is not as tight. Potential upside here... Do you have info on % of business that is not vs integrated? don't disclose. PMG capital: wafer pricing improving? outlook softened? In continuous discussion with suppliers... try to get best prices. exact detail will not be disclosed. More detail in growth in each sector? don't diclose but can say we're seing a shift towards dual interface product. Ramping up rapidly. Now largest growing sector of the market and we're well position. Compass: stupid questions... already addressed... this` guy's NOT listening!!! Inventory level compared to March: higher volume run-rate. Obsolescence factor: not, all due to increase in wafer starts for new products due to all the design wins. Accounts payable increase because will need to pay for starts... ...: isn't NEC one of SAGE's main customer. Should I assume in competition with SAGE? NEC leader in digital monitors. This win will increase out market share relative to our closest competitor... TR PRice: Guidance in rev up 60% in 01 while units doulble in 01. Why dnot a similar increase in revenues? Conservative view due to general slowdown... research based on surveys done a while back so being cautious... Regarding extra costs of 700K: prototype costs because of early samples return. More advantagous to demonstrating the products and therefore took delivery of some product the last week of December. Move this cost ahead by 1 Q. Also, seing alot of customer excitement so building more reference designs than expected. Harnett: guidance of 1 million next Q. Is this a sign of problem, only 5% sequential growth? Goal to increase by more than that but seing several companies in this market expecting a decline in revenues but we don't see that. We think we can increase revenues. Expect a large sequential pickup in next few quarters: yes, expect solid double digit growth in the june quarter. Huge capital expenditure upfront. Pannels will be produce. The issue is how fast will the pannel prices will be reduced... Any order cancellations or pushouts: NO NOT at all. Lower growth in coming quarter is just conservative guidance? rather be conservative. Compass again: didn't understand again! June shipments, expect June Q growth relative to March Q to be greater than next Q growth. PMG capital: June quarter growth: We're seeing so many deisgn wins, including many not announced yet suggest to us that JUNE quarter will be very nice... What mitigates the macroeconomic trends will be design wins and market share wins. Will allow us to outperform any macroecom=nomix slowdown... NO MORE QUESTIONS! THANK YOU AGAIN!! BUY THIS STOCK NNNOOOWWWW!! (my comments, sorry, couldn't resist after listening to such a positive conference call). Trilobyte