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 (828)	2/17/2001 11:47:09 PM
From: The Reaper	Read Replies (1) \| Respond to of 1277

TB, GNSS isn't in the realm of gorilladom yet. That is probably why the G & K thread hasn't picked up the ball and run with it. The company is VERY interesting, but it is lacking in a few characteristics for being a pongid. The first problem is that revenue growth is not in tornado. This could have something to do with the weak PC market that we're seeing. We must have 100% revenue growth YoY to satisfy that criteria. The second problem is that revenues don't reach even $100 million yet. The G & K'ers want at least $1 billion in sales for consideration. The third and most important criteria has to be it's stranglehold on the enabling technology for the FPD market. Does it have IPR that is needed for the manufacture of the graphics chips for FPD. If it does, then we should see a value chain developing with other players licensing IPR to enter this business. I don't see any of that yet. All this being said, I think we have a royalty game. GNSS will be a King when it does have >50% market share. The term "Godzilla" probably doesn't apply here either. The barriers that prevent customers from choosing other vendors are not significant enough yet. I'm in though. I'm not one to have to invest in gorillas only. The stock action has been spectacular. Makes me think that there's something here that is about to really come to light. kirby