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


To: kemble s. matter who wrote (1113)1/6/2004 12:14:20 PM
From: Cary Salsberg  Read Replies (2) | Respond to of 1277
 
RE: "GNSS is on my prospect list...why?"

Flat panel display seems likely to become the dominant display medium. GNSS has a leading position in ICs for flat panel which is a rapidly growing market.

My concerns are that the market for FPD chips may be very similar to the market for graphic chips. Graphic chip makers have not been able to establish long term competitive advantages and leaders have come and gone.