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 : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Kevin Shea who wrote (7858)	6/3/1999 2:07:00 PM
From: John Miz	Read Replies (1) \| Respond to of 57584

RE: GNSS THIRD QUARTER 1999 REVIEW From "Yorktown Securities Inc." Genesis Microchip reported results for Q3/99 (ended February 28), with revenues of $11.5 million versus our estimate of $10.7 million. EPS were $0.13 fully taxed, fully diluted. Genesis continues to grow rapidly. * Industry and company outlook are strong. * Stock remains undervalued. * We believe Genesis is admirably positioned as the dominant supplier in an industry that will have a mature market size measured in billions of dollars. Strong results, largely due to better-than-anticipated performance in the LCD flat panel market. * Flat panel shipments were ahead of our expectations in terms of unit volume. Over 275,000 flat panels shipped with Genesis products in this quarter. Paradise, the company Genesis will be acquiring soon, shipped 125,000 units this quarter. * Flat panel revenue was $7.4 million, up materially quarter over quarter. Q2 revenue was $5.6 million. Both revenues and unit levels exceeded our expectations. * Projection revenue exceeded our expectations; this comprised 22% of total revenue. High-end imaging was 10% of revenues, with the rest being made up by consumer video and miscellaneous.

To: Kevin Shea who wrote (7858)	6/3/1999 3:21:00 PM
From: Kevin Shea	Read Replies (2) \| Respond to of 57584

AGTX followup... (2) 25K block transactions within seconds of each other... one at 1 tick below the ask, one a 1 tick above the ask..followed by an immediate flurry of small buys, 100-1500 sh Q.. does this mean anything at the point of a breakout