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

To: The Reaper who wrote (823)	2/12/2001 4:42:52 PM
From: gerard mangiardi	Read Replies (1) \| Respond to of 1277

This is the best acting stock I own since the beginning of the year.

To: The Reaper who wrote (823)	2/17/2001 8:58:22 PM
From: trilobyte	Read Replies (1) \| Respond to of 1277

Hey Kirby, Go Up Up on the Yahoo thread puts you to the task! Read below: San Jose, & Frip Frop, I found an interesting new term in the Gorilla Jungle and Kingdom. Godzilla = (Gorilla + King)/2 in a siliconinvestor thread(can not include the site-yahoo policy??) Godzilla = A term coined by G and K thread member, Dr. Id, and selected by Goeffrey Moore for TRFM. A Godzilla company is "a hybrid between a King and a Gorilla that is riskier than a Gorilla because it doesn't possess enough of the Gorilla's characteristics." - Mike Buckley. TRFM is the revised field manual= GG I can not shake loose the notion of GNSS being the Gorilla. In my analysis, Gnss is closer to being Gorilla than King. San Jose, I will anxiously wait for your interpretation, once you finishes your GG. Meanwhile, Frip, will you please go to KKirby and ask whether GNSS is Godzilla. or Gorilla or King? I think that Gnss deserves more in depth analysis more than a just casual comment by KKirby. My rational is based on 1. Entry Barrier is quite long. GNSS has built a huge lead over Pixelworks on single chip, dual mode mixed signal, reliable DVI compliant over 10 m long cable. In my opinion, it has about 2 year leads. G(paradise were sampling its first Generation of chip in around spring of '98, if I recall it right. Pxlw has just started sampling its first generation chip now. Your SI thread friend John, supports my claim in SI message # 807. "Trilobye, let me assure you what he said is right. PXLW's acquisition of Panstera/Paneltronix is good for them, but they're still way, way behind, trust me on that! :))) " There are not many mixed signal experts in ASIC land to go around in Silicon Valley (in the world as well) and building expertise takes a long time. There are plenty of Digital expertise, relative to Analog and Mixed Signal. 2. Open Proprietary architecture: I think Gnss has Proprietary architecture with many patents(and pending) protections and HDCP that built around DVI compliant open standards. This fact may not be visible to many pure Gorilla Game players, at least to me, and need a help from industry specific design expert like San Jose. Gnss built "whole product" around the FPD monitor Design value chain. They have Software and Hardware combo development kits available by making monitor makers easier for them to design in Gnss, along with reference designs and application notes with application engineering support staff. 3. High switching cost: Once G are designed in, it is very difficult design it out. Competitions can not have a pin to pin compatible product, and monitor makers do not have much time for qualifying alternative key part. There is no compelling reason to switch for them. Alternative designs, are more costly in terms of costs-real and hidden, buying costs, inventory cost of carrying costs, design cycle, qualification cycle, filed repairs. 4. Market share; At the last tally, they are the undisputable leader in single chip solution. Pixel and Sage have multi chip solutions to compete against G. G has close to 50% overall market share, including anal/digi/dual controllers for single and multi chip solutions. By the end of March, market share is likely(my speculation based on 80/20 rule) to reach 75%.(definitely greater than 50%). Mike, Is my claim or reasoning properly reflect the monitor design community behavior correctly?