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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: JSLyons who wrote (1618)	1/13/2002 12:14:33 PM
From: Return to Sender	Respond to of 95587

GNSS: Jan 11, 2001 closing price 72.11. GNSS Quote and news releases: finance.yahoo.com GNSS hit a new 52 week high of 74.90 on Jan 9. GNSS has a small float of 15.3 million shares. Earnings have been growing rapidly even during the economic downturn. Additional fundamental information from Yahoo: biz.yahoo.com Genesis Microchip, Inc. designs, develops and markets integrated circuits that manipulate and process digital video and graphic images. For the six months ended 9/30/01, revenues totalled $57.4 million, up from $27.9 million. Net income totalled $8.2 million, up from $3.5 million. Hoovers Capsule: hoovers.com Genesis is involved in the origin of many video images. The fabless company designs integrated circuits (ICs) that translate video images for viewing in flat-panel displays, consumer video products, and digital TVs. Its chips also filter and refresh images, process videos, and enhance high-volume displays. Customers use Genesis ICs in their flat-panel computer monitors (more than 70% of sales), DVD equipment, and medical imaging devices. Customers in Asia account for more than three-quarters of sales; top clients include IBM, Philips, Samsung Electronics, and Sony. The company has annouced that it will acquire Sage, which makes specialized digital display processors, in a deal worth about $240 million. Flat Panel Display IC Chip Manufacturers finance.yahoo.com GNSS Fundamental Information from WSRN.com wsrn.com Yahoo Historical Pricing back to 1998 chart.yahoo.com 6 Month Chart from StockCharts stockcharts.com[h,a]daclyyay[pb50!b200!d20,2][vc60][iUb14!La12,26,9!Lk14] Next Expected Earnings Date is Jan 17, 2002 - Expectations are for GNSS to earn 34 cents per share: thomsoninvest.net biz.yahoo.com Conclusion: GNSS is a leading supplier of integrated circuits that receive and process digital video and graphic images. The company has been actually growing earnings during the recent economic downturn. On the 17 quarterly earnings of 34 cents are expected. This year earnings of 1.04 are expected. Next year those numbers move up to 1.50 for the year. The stock's performance and earning's expectations provide plenty of evidence that additional growth can be expected in the future for GNSS. Obviously with the stock at or near a 52 week high there is some risk if GNSS misses its expected earnings numbers on the 17th. Assuming the company makes the expected numbers this quarter and gives good forward guidance an entry point of 65 might be the best an investor could expect in advance of the earnings release. The small float of the stock almost guarantees a stock split in the future if the company continues its rapid growth. I have no position in GNSS. I just wanted to give an example of how we could share information here on various stocks. Don cannot be expected to supply data in his tables on all the semiconductors we would like to discuss but we can discuss many stocks not on the lists in enough depth to familiarize us all with the companies and potential stock performance. Our posts can be used to link very valuable information for everyone concerned. RtS

To: JSLyons who wrote (1618)	1/13/2002 1:33:36 PM
From: Cary Salsberg	Read Replies (2) \| Respond to of 95587

RE: "I contend one can do better..." In the technology arena, leaders benefit from tremendous opportunities created by Moore's law and similar effects on storage capacity and comm bandwidth. Many of us have gained 3, 5, 10 baggers from the leaders. Some second tier players have done better, I bought some ASYT at $3+ (average cost ~$6) and sold at $50 during the last run up, but second tier technology companies tend to go out of business if they compete in the same markets as the leaders. If they have their own small niches, their growth is limited. RE: GNSS and NVDA I have been "watching" for a few years and I didn't buy at much lower prices. I could have used some help here. While there were strong fundamental reasons to think they MIGHT do well, fundamentals couldn't get me to buy. If I had convincing technical reasons to buy while they were still low priced, I might have jumped in. I will bring similar candidates to this thread in the future.