Flat Panel Displays - alternatives to AMLCDs Message Board

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Technology Stocks : Flat Panel Displays - alternatives to AMLCDs

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To: Mark who wrote (213)	2/14/1997 12:36:00 PM
From: bob mackey	of 473

Equipment overlaps... As Mark pointed out, there are some growing overlaps between the FPD business and the Chip business. While silicon fabs have balked at the 300mm barrier, the big production FPD makers are at 550x650mm. The equipment hurdles are largely being crossed by the FPD equipment makers. Eventually we can expect to see significant overlap between the 300mm silicon process equipment and the larger FPD equipment. Dave Mordis asks about Pixtech (PIXT) and other FED makers... as an employee of one of Pixtech's competitors, I can't comment on any company's particular strenghts in any detail, but I do believe that this market is big enough for more than one FED maker to become wildly successful. Pixtech and Candescent have chosen different paths to a mass-producible display...both show promise, and I hope that both will be successful. -bob

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