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Technology Stocks : Flat Panel Displays - alternatives to AMLCDs

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To: Hawkmoon who wrote (45)5/28/1996 12:26:00 PM
From: bob mackey   of 473
 
>might be more profitable to ... companies that will be providing the equipment....

good point, Ron. Some of the equipment for FPD manufacture is rather specialized. Large format etchers, CVD chambers, mask aligners could all be big hits regardless of which technology wins.

Some of raw materials could be valuable as well:
Large flat pieces of glass are critical. Thin film phosphors may be important, as well as the polymers and spacers used in LCDs and other displays.

Anyone know who is providing these equipment and materials?

-bob mackey
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