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

To: The Reaper who wrote (811)	1/20/2001 6:08:55 PM
From: trilobyte	Respond to of 1277

Hi Kirby, thanks! I agree with your point concerning IPR and that was something I was actually pondering too. Look at the success of Nvidia or C-Cube a few years back (1995). What characterized these companies successes were neither IPR nor royalty streams. Rather, it was developing the right product at the right time and executing perfectly in terms of landing the big OEMs. This is what GNSS seems to be doing at the moment. GNSS is very close, if not yet, a king. I believe they had 40%+ market share a few months ago. In the recent conference call, they claimed to have more than twice the market share of the close competitors, combined. T--