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Technology Stocks : Flat Panel Displays - alternatives to AMLCDs
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To: Sam Citron who wrote (251)5/13/1997 1:07:00 PM
From: bob mackey   of 473
 
> You just held a tiny box to your eye.

Is that the technology YOU want to look at day in and day out?

Probably not until it could be worn like a pair of glasses. Most people would prefer something as easy to use and read as a sheet of paper. For the PDA market, I favor field emission displays, but then I've become biased I suppose. Reflective LCDs definitely have a low-power advantage in tools like the USRobotics Pilot. An emissive display of any sort would cut the battery lifetime from a month to a few days.

In the near term (1-3 years) I expect that the smallest lightest PDAs will stick with LCDs with optional backlighting. The larger PDAs and notebook computers will start to move to field emission displays.

In the longer term (5-10 years?) Heads up displays like Microvision's Virtual Retinal Display will make a big impact. Just wear the glasses. The frames will whisper in your ear. Perhaps you'll be able to talk back to it, or maybe you'll have a wireless writing pad that fits easily in your shirtpocket.

Several more years and we'll just jack into our cortex. Don't see just where that technology is going to come from yet, but I don't see any fundamental reason why it can't happen. Don't yet see the trading opportunities there either.

I am not at the SID Conference in Boston this week, but I hope that we'll be getting some news from the show soon....

-bob
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