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Technology Stocks : THREE FIVE SYSTEM (TFS) - up from here? -- Ignore unavailable to you. Want to Upgrade?

To: benjaminf who wrote (1295)	4/8/1998 8:28:00 PM
From: michael c. dodge	Respond to of 3247

Thanks, Ben.....Good information. For any lurkers in the North Texas area, the Society for Information Display has begun a charter in Dallas. First meeting is April 30, discussing HDTV now broadcast by Channel 8. If you're interested, email to DMacfar139@aol.com I need to correct a couple of things I posted earlier. The TFS out-of-town directors fly in; have dinner to review the Board package, etc.; stay in Tempe; meet the next day, and fly out (all coach). No golf involved. My comments were incorrect and unfair in this regard. mcd

To: benjaminf who wrote (1295)	4/8/1998 11:03:00 PM
From: Jim Armstrong	Read Replies (1) \| Respond to of 3247

Very nice discussion! Question: There was a little recent news about Sharp and maybe one other regarding some success in substantially increasing the mobility of polysilicon. I know there has been some continuing work with things like laser-annealing to increase domain size and such. But it looked like these folks were claiming some real jump in performance (but without specifics in what I saw). Have you any visibility of that "stuff"? JimA

To: benjaminf who wrote (1295)	4/9/1998 3:31:00 AM
From: Toby	Respond to of 3247

Dear Ben, Of course crystalline Si has higher mobility than poly, but the issue which must be addressed is exactly how much transistor transconductance is actually needed to switch a pixel in adequate time. A Porsche is faster than a VW, but not driving to the grocery store. I maintain that poly Si is adequate down to some pretty attractive pixel sizes, and will be the market leader in personal displays due to its much superior cost point. A second comment to your analysis I have is that if you did want to go to pixels smaller than poly Si can drive, less than 10 micron for example, then the transistor is not the only limitation, rather the 3D effects of the aperture place strict limitations on the available light throughput. Therefore, I say that transmissive poly can take LCD as far as it needs to go, which is about 10 micron pixels. What about reflective which promises higher resolution? There is no reason that LCD cannot be fabricated on poly the same way as crystal Si. The TFS-NatSemi approach would be much lower cost if they had the poly technology to implement it. Left over is the market for microdisplays for which TFS and Kopin have the market to themselves, albeit with optics and virtual images to add complexity and lower quality. That is how I see it.