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

To: StockHawk who wrote (38192)1/20/2001 12:22:38 AM
From: Mike Buckley  Read Replies (1) | Respond to of 54805
 
StockHawk,

15.0
12.8
10.6
10.1
16.4
17.3

Your point is what? :)

--Mike Buckley



To: StockHawk who wrote (38192)1/20/2001 2:58:57 AM
From: Uncle Frank  Respond to of 54805
 
<deleted>



To: StockHawk who wrote (38192)1/20/2001 5:10:58 PM
From: The Reaper  Respond to of 54805
 
Stockhawk, their revenues were impacted negatively by the earthquake in Taiwan. That drop to the $10 mill. range for the two quarters was the result of the double whammy of that and analog/digital changeover. The majority of their fabs are in Taiwan. My guess is that no gorilla is present in this market yet and may never be, BUT the potential for a royalty game exists here and GNSS could be it because of it's ~50% market share in display controllers.

kirby


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