Flat Panel Display Suppliers:
GNSS - Genesis Microchip
AFCO -
SAGE - SAGI
MXICY - Macronix
PHTN
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Charts and Overview:
finance.yahoo.com
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Flat Panels To Dominate Display Market
(12/08/99, 5:50 p.m. ET)
By Jack Robertson, Electronic Buyers' News
Message 12232659
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DisplaySearch Delivers Breakthrough Report on LCD
Monitor Market
Shipments, Revenues, Market Share, Costs, Prices, Capacity,
Roadmaps and Design Wins Provided for the LCD Monitor, TFT LCD
and Controller IC Markets
biz.yahoo.com
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To: Gerald Thomas (0 )
From: Sid Stuart
Monday, Dec 13 1999 6:35PM ET
Reply # of 555
From the PHTN thread,
biz.yahoo.com
I like this part,
Genesis Microchip led the controller IC market in 1998 with a 45% share and
DisplaySearch expects Genesis's share to rise to 50% in 1999. Sage Inc. was No. 3
in 1998 with a 7% share and DisplaySearch expects Sage to rise to No. 2 in 1999
as it boost its share to 16%. Macronix was No. 2 in 1998 with an 8% share and it
will fall to No. 3 in 1999 although its share will rise to 11%. SmartASIC will jump
to No. 4 in 1999. Genesis also leads with number of identified and active design
wins at 72 followed by Sage and Macronix at 38 each and SmartASIC at 18.
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To: Michael Happel (552 )
From: Jerome
Friday, Dec 17 1999 10:47PM ET
Reply # of 555
The three best bets going forward are GNSS, AFCO and PHTN. AFCO is the most
interesting. If they are bought out they are worth 20 plus a share. If they sell some
sputtering machines they are worth 20 to 30 a share. If the joint venture in China goes
as well as publicized they are worth 15 to 25 a share. Insiders own over 30% of the
company and they aren't selling. Balance sheet looks good and they make money. They
are in the right business at the right time.
Keep in mind that I'm biased because I own all three of these stocks. All will do well in
the next year. AFCO has more near term upside in my opinion.
Jerome
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