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

To: Paul Senior who wrote (993)4/6/2002 7:50:46 AM
From: gerard mangiardi  Read Replies (1) | Respond to of 1277
 
Right now I think the biggest question re gnss is whether their intellectual property is defensible. If it is then this is a great buying opportunity. They just reiterated guidance for the mar and june quarters which suggests either they are able to maintain market share or prices or perhaps a little of both. the big question in my mind is why a company like txn doesn't swallow them up .



To: Paul Senior who wrote (993)4/14/2002 3:45:32 PM
From: OldAIMGuy  Respond to of 1277
 
Hi Paul, Just back from vacation. I'll look over what's been going on and get back to you. GNSS was a Wall St. "Darling" for a while and most recently got fleas. As usual the pendulum probably went too far in both directions.

Let's see where demand leads it near term.

Best regards, Tom


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