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Technology Stocks : PHTN--Photon Dynamics, anyone follow this company
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To: Brewmeister who wrote (829)2/1/2000 6:53:00 PM
From: Sofa Kingdom  Read Replies (1) of 930
 
Got in at 2.78. Still in at 62. The best ride I've had on one stock, bar none. The best news is the ride isn't over yet. PHTN still has plenty of upside left.

The market for FPD is still growing and maturing. PHTN is positioned well to make this market more profitable for FPD mfg.'s. Growth markets for FPD include:
- Thin desktop monitors
- Televisions
- Large displays for non-PC devices.

PHTN equipment is expensive. Companies won't buy it unless there is a demand for FPD's and enough flawed production to make the PHTN repair equipment purchase pay off. By virtue of economics the PHTN equipment becomes more viable as the demand for FPD's rises. Demand is large. Production is now large enough for FPD companies to want to recoup those repairable displays that they otherwise couldn't sell (the pile of repairables is large enough to make an expensive machine purchase balance).

PHTN's market drops when the FPD mfg.'s reduce their fail rate to a very low number (not likely in the near future) or FPD's are replaced by the next technology (also not in the near future). I guess their might be room for a secondary market that is less sensitive to dead pixels on a new display. Can't imagine what market that would be.

PHTN's positioned well. Don't necessarily be Goodyear. Sell tire patch kits. Be prepared when the tubeless tire market arrives. Sofa so good for PHTN.

I'm staying in for the forseeable future.

-Sofa Kingdom
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