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

To: Larry S. who wrote (1128)4/20/2004 2:19:11 PM
From: George the Greek  Read Replies (1) | Respond to of 1277
 
Well, those links pointed to big players (like Sony, but not just Sony) moving to designing their own video chip infrastructure in house, the argument being that they would be squeezing Genesis out (in the long run I suppose).

The counter argument is that Genesis, as a smaller, focused company, is more fleet-footed, and can keep on the leading edge (technologically).



To: Larry S. who wrote (1128)4/21/2004 8:52:59 PM
From: kemble s. matter  Respond to of 1277
 
Larry,
Hi!!

RE: I have GNSS as a long term hold. I don't know what the competition you referenced means. my take is that GNSS is a leader in the field, has major patents, and is going to be a major competitor in a very fast growing field for the forseeable future.
i do'nt trade GNSS.

Ditto...

Best, Kemble


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