MaryMeeker
09.01.2001, 10:34
Hallo,
ich lese des öfteren jetzt auf den amerikan. Finanzseiten, daß die DVD-Player immer größere Absatzmärkte finden.
Jetzt die Frage: Wer ist Zulieferer für das Innenleben dieser DVD Player???
Ich hab Gestern einen zufällig gefunden: GENESIS Microsy. (GNSS). Marktkap von 192 Mio und ein KGV von 47! Derzeitiger Kurs knapp 10$.
Vielleicht habt Ihr auch noch ideen oder Meinungen. Vielleicht seid ihr ja der Meinung, daß wir hier eher nur Nischenplayer finden. Würd mich interessieren
danke
MM
Am 17. Januar kommen die Earnings da bin ich mal gespannt wie sich die chipherstellung für die DVDPlayer auswirkt!
Who are we and what do we do?
We're a 13-year-old company that produces highly innovative and cost-effective integrated circuits for flat-panel displays, digital televisions, digital CRTs and consumer video products, etc. We're quite excited about something called "DVI" (Digital Visual Interface) and we are the only supplier of "Ultra-Reliable DVI." (Unlike most of the competition, we have developed and own our industry-leading DVI technology.) So feel free to poke around our website and find out more!
nachfolgend die Kundenliste:
Customers
Due to non-disclosure agreements, we require customer permission to publicize the following information. This list represents a portion of the total number of Genesis customers. For competitive reasons, many Genesis customers do not disclose the components used in their products.
3M (Austin, TX) - MP8660 & MP8730 Multimedia Projectors
Acer Peripherals, Inc. (Taoyuan, Taiwan) - AcerView F51, FP558 & FP559 LCD Monitors, FP503 Digital-Interface LCD monitor
ADI Corporation (Taipei, Taiwan) - MicroScan TM34 TV Monitor
AllBrite Technologies Inc. (Poway, CA) - PanoBrite Sunlight-Viewable LCD (an option for Diebold ix Series bank machines)
Apple Computer (Cupertino, CA) - Apple Studio Display Flat-Panel Display
Avid Technology, Inc. (Tewksbury, MA) - Avid Symphony and Avid Xpress for Windows NT Video Post-Production Systems
Axon Digital Design (Udenhout, The Netherlands) - ARC-200 Aspect Ratio Converter
Bomoon Electronics Co. (Seoul, Korea) - BM-911 Multicube Processor, BM-416 and BM-415 Multivision Processors
Calibre UK Ltd. (Bradford, UK) - UIC800 and UIC1024 LCD Interfaces
Chisholm (Campbell, CA) - Aurora Projector Series
Clarity Visual Systems, Inc. (Wilsonville, OR) - WN-5220-S and WN-5240-S DLP-based Rear-Projection Video Wall Cubes
CTC Parker Automation (Milford, OH) - PowerStation RS Industrial LCD Monitors
CTX Opto-Electronics Corp. (Hsinchu, Taiwan) - EZPro 580 and EZPro 600 Projectors
da Vinci Systems (Ft. Lauderdale, FL) - Renaissance 8:8:8 Digital Color Enhancement System
Daewoo Electronics Co., Ltd. (Seoul, Korea) - Summus DSP-4260 Plasma Display Panel
Dell Computer Corp. (Round Rock, TX) - Dell 1500FP Flat Panel Monitor
Dicon Electronics Co., Ltd. (Kyungki-Do, Korea) - Nexview 121SC, 121AL, 151, 151XB, 151XC, HL1500A, HL1530A and HL1800 LCD Monitors
Digital Processing Systems (Florence, KY) - Perception F/X PCI Card
Digital Projection Ltd. (Manchester, UK) - Super-High-Brightness Projector
DigiVision, Inc. (San Diego, CA) - DZ-1 Video-Processing System For Medical, Security and Military Applications
Dolch Computer Systems (Freemont, CA) - DataView, PanelMount & OmniView Flat Panel Monitors
DWIN Electronics, Inc. (Glendale, CA) - TranScanner Variable Line Multiplier
Ed. Liesegang (Dusseldorf, Germany) - Liesegang ddv 800 and 810 DLP Projectors
Eizo Nanao Corp. (Ishikawa Prefecture, Japan) - GS-4000 Scan Converter, FlexView 80A LCD-TV (Japanese market only)
Electrohome Ltd. (Kitchener, ON) - HAL DLV1280 and VistaPro Projectors
Finecom Co., Ltd. (Seoul, Korea) - FLM-202, FLM-312 and FLM-512 LCD Monitors
FOCUS Enhancements (Wilmington, MA) - TView QuadScan Pro Line Quadrupler/Video Scaler
Fujitsu Ltd. (Kawasaki, Japan) - VL-1500, VL-1530A and VL-1530S LCD Monitors
Harmonic Research (Woodstock, NY) - VC303 Video Decoder/Doubler
Hitachi, Ltd. (Tokyo, Japan) - PC-DT3141 LCD Monitor and CP-X950 XGA Projector
i Sight Ltd. (Tirat HaCarmel, Israel) - OmniSight Video Conferencing
IBM (Research Triangle Park, NC) - T55A LCD Monitor
Imagenics Corp. (Tokyo, Japan) - VLD-19 Video Line Doubler
In Focus Systems (Wilsonville, OR) - LP225, LP420, LP425, LP725, LP730, LP735, LP755 and LP1000 Video/Data Projectors
Instrumentointi Oy (Tampere, Finland) - Integrated Mpeg-2 LCD Industrial Display
Intergraph Computer Systems (Huntsville, AL) - StudioZ CGI/Video Authoring Workstation
Intuitive Surgical, Inc. (Mountain View, CA) - The 3D display portion of Intuitive Surgical's Minimally Invasive Surgery System
James Grunder & Associates Inc. (Lenexa, KS) - Feral Effect Plus TBC/Synchronizer/DVE, Feral LD-2000 Line Doubler, VLP3000 Variable Line Processor and the E422SX Feral Effect
Knoll Systems (Point Roberts, WA) - LD11 Line Doubler
Korea Computer Inc. (Seoul, Korea) - SlimWin12H & SlimWin13S LCD Monitors and 15dDVI Digital-Interface LCD Monitor
LG Electronics Inc. (Seoul, Korea) - 500LC and 295LC LCD Monitors, Platron LCD285 LCD Monitor/TV, LP-XG12 & LP-XG2 Projectors
Lightware, Inc. (Beaverton, OR) - Scout Video/Data Projector
Matsushita Electric Industrial Co., Ltd. (Osaka, Japan) - Panasonic DVD-H1000 DVD Player and Panasonic DMR-E10 DVD Recorder/Player
National Display Systems (Los Gatos, CA) - Video Wizard LCD Panel
NEC (Tokyo, Japan) - LCD1525J,V,M and LCD1510+ LCD Monitors
New Digimatic (Rome, Italy) - DIGIMAX32 Videowall Processor
Optelecom Inc. (Gaithersburg, MD) - DVS Digital Video Codec System
Panasonic (Secaucus, NJ) - PT-L795 XGA LCD Projector
PC Video Conversion (Morgan Hill, CA) - DoubleScan Scan Doubler
Philips Consumer Electronics Co. (New York, NY & Knoxville, TN)) - 64PH9905 Rear-Projection Television And 55PP9701, 60PP9701 and 60PP9601 High-Definition Television (HDTV) Sets
Philips Electronics N.V. (Eindhoven, The Netherlands) - Philips Brilliance 151AX TFT LCD Monitor
Philips Multimedia (Palo Alto, CA) - DVX8000 Multimedia Home Theater
Prolux Corp. (San Juan Capistrano, CA) - WallZapper Pro Portable LCD Projector
Proview (Yung Ho City, Taiwan) - Proview PT-500 LCD Monitor
RGB Spectrum (Alameda, CA) - SuperView 1000 Multiple Video Window Display
Runco International (Hayward, CA) - DTV-852 Digital Projection Monitor and DTV-943 High-Resolution Projector
Salt Lake Digital Imaging, Inc. (Logan, UT) - LCD Controller Card
Samsung Electronics Co. (Seoul, Korea) - SyncMaster 500, 520, 530 and 531 TFT LCD Monitors
Sceptre Technologies, Inc. (City of Industry, CA) - FT15, FT15G, BT15+ and BT15G+ LCD Monitors
Scitex Digital Video Inc. (Redwood City, CA) - Clipstore Clip Management System, ASWR8150 Digital Production switcher/DVE, Dveous DVE Unit, StrataSphere, VideoSphere & DigiSphere Video Editing Systems
SGI (Mountain View, CA) - MultiLink Adapter (For 1600SW Flat-Panel Display)
SH Contec (Shanghai, China) - Contec LCD Monitors
Sharp Corp. (Osaka, Japan) - Notevision XG-NV2U XGA Projector
Silicon Graphics, Inc. (Mountain View, CA) - IMPACT Video I/O Board and IMPACT Compression Card, Octane Digital Video, Octane Personal Video and Octane Compression Options
Soaring Technology Co., Ltd. (Taipei, Taiwan) - 710A Digital-Interface LCD Monitor
Sony Corp. (Tokyo, Japan) - CPD-L150 LCD Monitor, DVP-9000ES DVD Player
Syncom (St-Laurent, QC) - HR 525 Digital Video Line Doubler
Tandberg AS (Lysaker, Norway) - Vision 600 Teleconferencer
Tatung Co. (Taipei, Taiwan) - L4KAS and L5TDS LCD Monitors
Tatung Information Systems (Taipei, Taiwan) - L8DASDP LCD Monitor
Teco Information Systems (Taoyuan Hsien, Taiwan) - TL528E Digital-Interface LCD Monitor
Tektronix, Inc. (Wilsonville, OR) - Grass Valley M-2100 Master Control Switcher and M9603HD Monitoring Distribution Amplifier
Texas Instruments (Dallas, TX) - DLP Subsystems
Toshiba Corp. (Tokyo, Japan) - SD9200 DVD Player
Ultimatte Corp. (Chatsworth, CA) - Ultimatte 7
ich lese des öfteren jetzt auf den amerikan. Finanzseiten, daß die DVD-Player immer größere Absatzmärkte finden.
Jetzt die Frage: Wer ist Zulieferer für das Innenleben dieser DVD Player???
Ich hab Gestern einen zufällig gefunden: GENESIS Microsy. (GNSS). Marktkap von 192 Mio und ein KGV von 47! Derzeitiger Kurs knapp 10$.
Vielleicht habt Ihr auch noch ideen oder Meinungen. Vielleicht seid ihr ja der Meinung, daß wir hier eher nur Nischenplayer finden. Würd mich interessieren
danke
MM
Am 17. Januar kommen die Earnings da bin ich mal gespannt wie sich die chipherstellung für die DVDPlayer auswirkt!
Who are we and what do we do?
We're a 13-year-old company that produces highly innovative and cost-effective integrated circuits for flat-panel displays, digital televisions, digital CRTs and consumer video products, etc. We're quite excited about something called "DVI" (Digital Visual Interface) and we are the only supplier of "Ultra-Reliable DVI." (Unlike most of the competition, we have developed and own our industry-leading DVI technology.) So feel free to poke around our website and find out more!
nachfolgend die Kundenliste:
Customers
Due to non-disclosure agreements, we require customer permission to publicize the following information. This list represents a portion of the total number of Genesis customers. For competitive reasons, many Genesis customers do not disclose the components used in their products.
3M (Austin, TX) - MP8660 & MP8730 Multimedia Projectors
Acer Peripherals, Inc. (Taoyuan, Taiwan) - AcerView F51, FP558 & FP559 LCD Monitors, FP503 Digital-Interface LCD monitor
ADI Corporation (Taipei, Taiwan) - MicroScan TM34 TV Monitor
AllBrite Technologies Inc. (Poway, CA) - PanoBrite Sunlight-Viewable LCD (an option for Diebold ix Series bank machines)
Apple Computer (Cupertino, CA) - Apple Studio Display Flat-Panel Display
Avid Technology, Inc. (Tewksbury, MA) - Avid Symphony and Avid Xpress for Windows NT Video Post-Production Systems
Axon Digital Design (Udenhout, The Netherlands) - ARC-200 Aspect Ratio Converter
Bomoon Electronics Co. (Seoul, Korea) - BM-911 Multicube Processor, BM-416 and BM-415 Multivision Processors
Calibre UK Ltd. (Bradford, UK) - UIC800 and UIC1024 LCD Interfaces
Chisholm (Campbell, CA) - Aurora Projector Series
Clarity Visual Systems, Inc. (Wilsonville, OR) - WN-5220-S and WN-5240-S DLP-based Rear-Projection Video Wall Cubes
CTC Parker Automation (Milford, OH) - PowerStation RS Industrial LCD Monitors
CTX Opto-Electronics Corp. (Hsinchu, Taiwan) - EZPro 580 and EZPro 600 Projectors
da Vinci Systems (Ft. Lauderdale, FL) - Renaissance 8:8:8 Digital Color Enhancement System
Daewoo Electronics Co., Ltd. (Seoul, Korea) - Summus DSP-4260 Plasma Display Panel
Dell Computer Corp. (Round Rock, TX) - Dell 1500FP Flat Panel Monitor
Dicon Electronics Co., Ltd. (Kyungki-Do, Korea) - Nexview 121SC, 121AL, 151, 151XB, 151XC, HL1500A, HL1530A and HL1800 LCD Monitors
Digital Processing Systems (Florence, KY) - Perception F/X PCI Card
Digital Projection Ltd. (Manchester, UK) - Super-High-Brightness Projector
DigiVision, Inc. (San Diego, CA) - DZ-1 Video-Processing System For Medical, Security and Military Applications
Dolch Computer Systems (Freemont, CA) - DataView, PanelMount & OmniView Flat Panel Monitors
DWIN Electronics, Inc. (Glendale, CA) - TranScanner Variable Line Multiplier
Ed. Liesegang (Dusseldorf, Germany) - Liesegang ddv 800 and 810 DLP Projectors
Eizo Nanao Corp. (Ishikawa Prefecture, Japan) - GS-4000 Scan Converter, FlexView 80A LCD-TV (Japanese market only)
Electrohome Ltd. (Kitchener, ON) - HAL DLV1280 and VistaPro Projectors
Finecom Co., Ltd. (Seoul, Korea) - FLM-202, FLM-312 and FLM-512 LCD Monitors
FOCUS Enhancements (Wilmington, MA) - TView QuadScan Pro Line Quadrupler/Video Scaler
Fujitsu Ltd. (Kawasaki, Japan) - VL-1500, VL-1530A and VL-1530S LCD Monitors
Harmonic Research (Woodstock, NY) - VC303 Video Decoder/Doubler
Hitachi, Ltd. (Tokyo, Japan) - PC-DT3141 LCD Monitor and CP-X950 XGA Projector
i Sight Ltd. (Tirat HaCarmel, Israel) - OmniSight Video Conferencing
IBM (Research Triangle Park, NC) - T55A LCD Monitor
Imagenics Corp. (Tokyo, Japan) - VLD-19 Video Line Doubler
In Focus Systems (Wilsonville, OR) - LP225, LP420, LP425, LP725, LP730, LP735, LP755 and LP1000 Video/Data Projectors
Instrumentointi Oy (Tampere, Finland) - Integrated Mpeg-2 LCD Industrial Display
Intergraph Computer Systems (Huntsville, AL) - StudioZ CGI/Video Authoring Workstation
Intuitive Surgical, Inc. (Mountain View, CA) - The 3D display portion of Intuitive Surgical's Minimally Invasive Surgery System
James Grunder & Associates Inc. (Lenexa, KS) - Feral Effect Plus TBC/Synchronizer/DVE, Feral LD-2000 Line Doubler, VLP3000 Variable Line Processor and the E422SX Feral Effect
Knoll Systems (Point Roberts, WA) - LD11 Line Doubler
Korea Computer Inc. (Seoul, Korea) - SlimWin12H & SlimWin13S LCD Monitors and 15dDVI Digital-Interface LCD Monitor
LG Electronics Inc. (Seoul, Korea) - 500LC and 295LC LCD Monitors, Platron LCD285 LCD Monitor/TV, LP-XG12 & LP-XG2 Projectors
Lightware, Inc. (Beaverton, OR) - Scout Video/Data Projector
Matsushita Electric Industrial Co., Ltd. (Osaka, Japan) - Panasonic DVD-H1000 DVD Player and Panasonic DMR-E10 DVD Recorder/Player
National Display Systems (Los Gatos, CA) - Video Wizard LCD Panel
NEC (Tokyo, Japan) - LCD1525J,V,M and LCD1510+ LCD Monitors
New Digimatic (Rome, Italy) - DIGIMAX32 Videowall Processor
Optelecom Inc. (Gaithersburg, MD) - DVS Digital Video Codec System
Panasonic (Secaucus, NJ) - PT-L795 XGA LCD Projector
PC Video Conversion (Morgan Hill, CA) - DoubleScan Scan Doubler
Philips Consumer Electronics Co. (New York, NY & Knoxville, TN)) - 64PH9905 Rear-Projection Television And 55PP9701, 60PP9701 and 60PP9601 High-Definition Television (HDTV) Sets
Philips Electronics N.V. (Eindhoven, The Netherlands) - Philips Brilliance 151AX TFT LCD Monitor
Philips Multimedia (Palo Alto, CA) - DVX8000 Multimedia Home Theater
Prolux Corp. (San Juan Capistrano, CA) - WallZapper Pro Portable LCD Projector
Proview (Yung Ho City, Taiwan) - Proview PT-500 LCD Monitor
RGB Spectrum (Alameda, CA) - SuperView 1000 Multiple Video Window Display
Runco International (Hayward, CA) - DTV-852 Digital Projection Monitor and DTV-943 High-Resolution Projector
Salt Lake Digital Imaging, Inc. (Logan, UT) - LCD Controller Card
Samsung Electronics Co. (Seoul, Korea) - SyncMaster 500, 520, 530 and 531 TFT LCD Monitors
Sceptre Technologies, Inc. (City of Industry, CA) - FT15, FT15G, BT15+ and BT15G+ LCD Monitors
Scitex Digital Video Inc. (Redwood City, CA) - Clipstore Clip Management System, ASWR8150 Digital Production switcher/DVE, Dveous DVE Unit, StrataSphere, VideoSphere & DigiSphere Video Editing Systems
SGI (Mountain View, CA) - MultiLink Adapter (For 1600SW Flat-Panel Display)
SH Contec (Shanghai, China) - Contec LCD Monitors
Sharp Corp. (Osaka, Japan) - Notevision XG-NV2U XGA Projector
Silicon Graphics, Inc. (Mountain View, CA) - IMPACT Video I/O Board and IMPACT Compression Card, Octane Digital Video, Octane Personal Video and Octane Compression Options
Soaring Technology Co., Ltd. (Taipei, Taiwan) - 710A Digital-Interface LCD Monitor
Sony Corp. (Tokyo, Japan) - CPD-L150 LCD Monitor, DVP-9000ES DVD Player
Syncom (St-Laurent, QC) - HR 525 Digital Video Line Doubler
Tandberg AS (Lysaker, Norway) - Vision 600 Teleconferencer
Tatung Co. (Taipei, Taiwan) - L4KAS and L5TDS LCD Monitors
Tatung Information Systems (Taipei, Taiwan) - L8DASDP LCD Monitor
Teco Information Systems (Taoyuan Hsien, Taiwan) - TL528E Digital-Interface LCD Monitor
Tektronix, Inc. (Wilsonville, OR) - Grass Valley M-2100 Master Control Switcher and M9603HD Monitoring Distribution Amplifier
Texas Instruments (Dallas, TX) - DLP Subsystems
Toshiba Corp. (Tokyo, Japan) - SD9200 DVD Player
Ultimatte Corp. (Chatsworth, CA) - Ultimatte 7