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.

Strategies & Market Trends : Z PORTFOLIO -- Ignore unavailable to you. Want to Upgrade?

To: Paul Moerman who wrote (7577)	6/14/2002 12:28:55 PM
From: Ron McKinnon	Respond to of 11568

fwiw Paul Kedrosky GNSS ASP toboggan picking up speed on hill 6/14/02 11:41 AM ET Nasty GNSS call. Lost sales to ultra-low-end competitors, slowdown in flat panel shipments, and big acceleration in ASP declines -- from 15% to more like 25-30%. Sounds like layoffs are coming to prop up margins, but real challenges to GNSS business model. Yuck. GNSS is bouncing a little, as you might expect this morning, but this is more than a one-quarter problem