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

To: gerard mangiardi who wrote (805)	1/19/2001 11:31:38 AM
From: trilobyte	Read Replies (2) \| Respond to of 1277

added lots at 12 3/4 this am... didn't get close to the day low but am satisfied... an interesting post on SAGI yahoo board that I repost here... from a fellow called GOUPUP: Ming, parkus and anyother GNSS long inv by: goupup 01/19/01 11:17 am EST Msg: 3199 of 3199 I just happened to drop into see what the discussions looks like after earnings annoncement of SAGI and notice familiar names. According to Gorilla Game investing theory, there are plenty of signs of tornado is coming in FPD controller field. By June of 2001(my take or observation)a when the FPD monitor hit the retail price at $600 (3X the 17" CRT) when this time come, Gorilla Game suggests that you want dump all of Chimps-pixl, sagi and simg who all have a wish to be the dominating Gorilla in the controller jungle and are failing or start to lag behind the swiftly emerging crowing Chimp. Then you need to load up the Gorilla which is GNSS here. GNSS has more than 50%+ market shareand growing and 75%+ profit shares of FPD controller field. And many many top tier FPD disign wins to their claim and more to come. My prediction is that SiMg is most likey to turn to a monkey, since there is no analog solution. Fast drop in market Cap also might support my claim. SAGI and Pxlw who are still having an aspiration to be the Gorilla, are about 2 years behind GNSS for catching up by offering dual-analog to their digital solutions by acquiring small companies, respectibly. I just want to to note that two acquired companies are startups which were sampling right off the design tapes, at the time of acqusition announcement and has yet to prove reliability of its technologies. In addition, Chimps will still have to go through integrating acquired technologies into their current production product lines. GNSS has done this in '99 when they acquired Paradise Semi and has been gaining major design volume production customers. They are ramping up volume and this is the reason why GNSS has the large inventory build up and Amnon did not worry about this build up of inventory potential write offs, when a caller mentioned in CC. Think twice about picking up any of chipms as for a long term investment, unless you see potential short term bounce. happy investing. PS: please donot bother to respond in here. I will stay in GNSS board.