Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : PHTN--Photon Dynamics, anyone follow this company -- Ignore unavailable to you. Want to Upgrade?

To: minorejoy2000 who wrote (876)	8/7/2000 10:14:57 AM
From: nasdaqian	Respond to of 930

I would agree with Wade that FPDs aren't chips but they're swept along with them to some extent by the market. Demand will track the chips to the extent that they represent pc sales, laptops mostly, obviously. But these little F'ers are showing up everywhere a crt is otherwise used and the % of FPDs used in the whole display market is still on the low side of what it will be, I speculate shamelessly. It seems to me possible that if the adaption rate for desktop monitors was high enough, even in a declining market for pc boxes, if more came with FPDs, then the market for FPDs would still be expanding. Apparently their capabilities or price are out of the range of rapid adaptibility. As this changes, and it will, growth will sky rocket as this would also signal the demise of the crt for tvs and most any other display application. FPDs do small pretty good. When FPDs can do big at the right price, lookout. Is there any reason why PHTN wouldn't be a profitable participant in that kind of scenario? Really, I want to know. I also think there is time to prove a bottom as the weekly chart looks sickly to me. And for a gamble that 43+ will hold, evidence of a turn here might be signalling its oversold condition and be a precursor of an ensuing pop. Better be ready to bail at <=43. As always, JMHO and a grain of salt.