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Technology Stocks : Genesis Microchip (GNSS)

GNSS 2.140

-0.5%

Nov 21 9:30 AM EST

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To: Greg Jung who wrote (435)	10/10/1999 12:01:00 PM
From: Sid Stuart	Read Replies (1) of 1277

As for FPDs not mainstream, I think they ae probably the easiest sell to make in IT. Just not a lot of folks have so many to sell. I wouldn't replace my 17" since it works and I have a desk big enough for it. However where there are roomfuls of CRTs and rows of people trying to use them, installing good quality LCD screen is a great improvement. It is also an easy sell to IT because we all want one. I think the breakthrough in FPD's will be when a 17" (equivalent to 19" CRT) model under $1,000 becomes available. I would then expect just about every high tech professional's desktop to sport one. I started buying stock in FPD-play companies because I lust after the technology. In the past, I find that when I have lusted after a technology, the company has done well (Adobe, Sun....) I expect FPD's to completely replace CRT's in the office as well as home over the next 10 years, so it is a no-brainer to get in on the ground floor of the switch. An IT guy

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