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Technology Stocks : HDTV WINNERS (Who will they be?)

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To: Joan Osland Graffius who wrote (17)4/14/1997 12:02:00 AM
From: Donald Kirchner   of 70
 
Joan,

There's a company in your back yard that might be an excellent HDTV play. BMC Industries (BMC) makes masks for CRTs. The display device will be one of the major cost drivers for HDTV. In fact, look at the cost of a good computer monitor. The prices have changed very little over the years in contrast to the electronics. The cost of the silicon in a DTV will trend towards zero compared to the display cost.

Don
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