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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: StockHawk who wrote (8029)	6/6/1999 4:51:00 PM
From: RinConRon	Respond to of 57584

StockHawk, This is from foggy memory so take it lightly, but I think I read sometime this year that Motorola is building a ~275-325,000~ sq. ft. facility in Arizona for the production/research of FPD's. Ron

To: StockHawk who wrote (8029)	6/6/1999 6:13:00 PM
From: Rande Is	Respond to of 57584

EXCELLENT WORK, StockHawk. I just love it when you guys take the initiative, pick a subject and run with it. Your post is perhaps the most complete essay on Flat Panel Displays to date on SI. I still can't resist your bottom fishers. . .SGI makes the servers that I believe broadband content providers will require. . .and SGI's partnership with NINE to develop the finest displays in the world using Number Nine's digital video cards. . .makes this a double play. CFMT I had not heard about, but also looks like a nice turnaround sleeper. A+ and a gold star.<g> Rande Is

To: StockHawk who wrote (8029)	6/6/1999 9:43:00 PM
From: Tim Davies	Respond to of 57584

what a great post.. very interesting reading. tim

To: StockHawk who wrote (8029)	6/7/1999 7:49:00 AM
From: Kevin Shea	Respond to of 57584

Stockhawk; Thanks for your summary of flat panels...

To: StockHawk who wrote (8029)	6/7/1999 10:51:00 AM
From: ynot	Respond to of 57584

good post, are there any tariff impacts...foreign vs NAFTA suppliers? i noticed APPLE's product looks good (stand sucks) there is a rumoured PCMCIA video card that would allow flat panels to be driven on notebooks...this is the future, i think...two flat screens, portable, almost zero footprint addition with stand/arm thanks again ynot :) PS if you hear source of PCMCIA card, please let me know :)))

To: StockHawk who wrote (8029)	6/7/1999 11:02:00 PM
From: ~digs	Read Replies (1) \| Respond to of 57584

Stockhawk, just finished reading your FPD post... excellent presentation!!! Thank you! FWIW... had a discussion with a tech friend about SGI this weekend. Conversation was along the lines of how top notch their products are. Good luck in trading this sector. Looks very competitive.