Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

AMAT 235.24

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Nov 19 3:59 PM EST

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To: robert b furman who wrote (7920)	11/5/2003 10:09:23 AM
From: Fred Levine	Read Replies (1) of 25522

I see OLEDs as inevitable and, thanks to Kirk, have made a small investment in PANL. I have emailed AMAT to find out whether they will be involved in manufacturing of OLEDs and have not received a reply. However AIXTRON is involved: <<AIXTRON is delighted to announce the sale and joint testing of AIXTRON’s 2 generation Organic Vapour Phase Deposition (OVPD) equipment with RiTdisplay Corporation, one of the world’s leading OLED manufacturers, situated in Hsinchu, Taiwan. RiTdisplay has successfully developed OLED main and sub-displays for mobile phones, instrument front panel displays, E-books, games, and personal digital assistants (PDA). AIXTRON and RiTdisplay will enter into a joint -testing agreement with the aim of qualifying the OVPD 2 generation tool for the mass production of RiTdisplay OLED displays. AIXTRON’s development of this highly sophisticated OVPD tool, suitable for 2 generation mother glass size (~370 x 470 mm) OVPD displays, began in 2002 as part of the OVPD joint development program with the Universal Display Corporation (UDC). The delivery of the OVPD system to RiTdisplay is planned before the end of this year. >> Can a techie elucidate. IMO, this could be big stuff. fred

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