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Technology Stocks : Apple Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Eric Yang who wrote (17905)	9/13/1998 2:09:00 AM
From: Ryan Finley	Read Replies (2) \| Respond to of 213177

I've been fascinated by the latest in display technology in the news. Have you guys read about the new IBM flat panel display with a 200 ppi resolution? research.ibm.com There's another company I've been tracking for awhile...Cambridge Display Technology. cdtltd.co.uk They've come up with a completely different angle on flat panel displays. They use light-emitting plastic!! This technology is just getting off the ground, but it has numerous advantages over conventional LCDs: - there is no backlight, saving drastically on power comsumption - it is flexible! - high reslution (demonstrated NTSC resolution on a 50mm width piece) - easier manufacturing process than LCDs, therefore cheaper - can be viewed from any angle, like a CRT This seems like a technology with HUGE potential. By the way, I have no vested interest in promoting this stuff :) I think that I'll hold off buying a Powerbook for awhile...

To: Eric Yang who wrote (17905)	9/13/1998 10:05:00 AM
From: Phillip C. Lee	Read Replies (1) \| Respond to of 213177

Eric, welcome back. Thanks for your comments on that article. It's hard for me to believe Rebecca made up that number - 360,000. Why she picked 360,000 rather than other numbers, such as Lou Mazzucchelli's 250k or your 320k overall the entire quarter? The other point mentioned by IDC's Roger Kay was that Apple's sales volume may well double in the third quarter (they meant this quarter), giving Apple the highest marginal growth rate that quarter. I am a little confused about his estimate. If Apple could double its sales volume, then it should reach more than 1m units, unless iMac has more than 600k sales. Anyway, CBS has placed the article in the archive directory, which we could access to that later on. Phil