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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments -- Ignore unavailable to you. Want to Upgrade?

To: Tatnic who wrote (12256)	12/11/1999 3:29:00 PM
From: Mad2	Read Replies (1) \| Respond to of 18998

CC, Problem with most of us on this thread is everything needs be justified according to book value and P/E, then throw in some of this new economy hype and the fun starts. Hard to find a swing for the fence tech play with a General Motors like P&L/balance sheet, thus they require a bit more insight into whats comming down the pipe Here's a interesting article on HDTV Mind you this one is steeply valued according to grandma's methode of valuing her dividend paying utility company. However our Dearest Mr. P$nk has located a somewhat obscure one, which depending on what kinda deals it has in the works could prove to be quite interesting. One problem for me is most of my dough is at Datek, so I gotta call ML and pay a couple of hunderd bucks to execut a buy Mad2 BTW I'm a bit suspicous of insider sales in this one, with Mr. Hammett excersizing his options and promptly dumping the stock at 25% below where its at. Mr. P$nk has something new developed with this one??? In the past few months. Copyright 1999 CMP Media Inc. Electronic Engineering Times August 2, 1999 LENGTH: 301 words HEADLINE: Startup forges Hong Kong connection BYLINE: David Lieberman BODY: NOVATO, CALIF. - A number of microdisplay startups in the United States are trying to build their businesses on the model of the fabless semiconductor company, and the manufacturing relationships they've forged tend to be in Asia. So, too, LCOS (liquid-crystal-on-silicon) microdisplay wannabe SpatiaLight Inc., based here, which last week announced a manufacturing and technology-transfer agreement in principle with LCD power Varitronix Ltd. (Tseung Kwan O, Hong Kong). "Subject to a definitive contract, the agreement provides for Varitronix to take SpatiaLight's proprietary process to volume production for SpatiaLight's customers," said SpatiaLight chief executive officer Michael H. Burney. " These microdisplays will be used in projectors, rear-projection monitors, digital and high-definition televisions, and head-mounted display devices." SpatiaLight, which expects to start sampling its ImagEngine LCOS displays this quarter, has hoed a long row to this point. It started out in 1992 as WAH-III Technology Corp., a venture of Sayett Technology Inc., itself a late 1980s spin-out of Kodak focused on electronic projectors. It began shipping prototypes as early as 1995 and, in mid-1997, announced that customers would start delivering rear-projection monitors using its displays in mid-1998. Instead, what surfaced at that time was a management and board shakeup. Varitronix announced its own LCOS capabilities in late 1997 and started producing in April of this year. It is currently completing a 5,000-square- foot clean room to be used exclusively for microdisplays, with an initial capacity of 100,000 units per month. "The capacity will be further expanded severalfold to meet any increase in demand," said Varitronix president C.C. Chang. Copyright 1999 CMP Media Inc. LANGUAGE: ENGLISH LOAD-DATE: July 31, 1999