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Technology Stocks : VALENCE TECHNOLOGY (VLNC) -- Ignore unavailable to you. Want to Upgrade?

To: jim heger who wrote (4282)	9/28/1998 7:33:00 PM
From: kolo55	Read Replies (1) \| Respond to of 27311

Great Article on notebook computers. It looks like the TFT displays are coming fast. These eat more power, and are thus a net positive for battery demand. Read these excerpts: Notebook computers should hit the $1,300 price point shortly, he believes. "Notebook prices are definitely heading south. We see lower prices for memory, display and integration at the motherboard level. "The cost of the display is the key factor as always. That's what's been limiting the price of displays. That's (display price reductions) happening now. .... Meanwhile, newer display technologies that Electronic News has learned will shortly be coming to market will cut display costs considerably, by a factor of 10, according to one display company executive. According to executives at Intel, AMD and other companies, the cost of displays has been the main stumbling block to lower mobile PC price tags. Dan Schott, VP of R&D at display maker Three-Five Systems, noted that prices of thin film transistor (TFT) displays often used on mobile PCs are plummeting. "There is a blood bath going on in terms of overcapacity of TFT displays. New companies are springing up in Korea and Taiwan, giving competition to the Japanese. Price erosion has been enormous. They have been coming down rapidly, over 50 percent in the last year." "We thought that when 10.4-inch panels got to the $500 to $600 range that was something. Now 11.3-inch displays are down at the $400 range," Mr. Schott added.