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"Alan Figgatt" <afiggatt@comcast.net> wrote in message
news:JcOdndum2aV9AFXcRVn-3g@comcast.com...
> RobH wrote:
>> Jeff Rife <wevsr@nabs.net> wrote in
>> news:MPG.1c31b3bab7d7616d9899f8@news.nabs.net: BUSINESS/FINANCIAL DESK |
>> November 29, 2004, Monday
>>
>> Signs of a Glut And Lower Prices
>>
>> By ERIC A. TAUB (NYT) ABSTRACT - Glut of liquid crystal display
>> flat-panel televisions, called LCD's, are about to enter market, result
>> of boom in new factories; analysts say prices will drop as much as 30
>> percent by end of 2005.
>
> A counter press article: "Rumors circulate that Samsung will raise
> panel prices" in January.
>
> http://www.digitimes.com/displays/a20041215A5024.html
>
> Reports are that some of the Taiwan TFT-LCD panel makers will report a
> loss and many of the other LCD makers are showing big profit drops. We
> have been in a period of rapid price drops for smaller to mid sized LCD
> panels, but that may level off for a period if few companies are making
> money. Complex situation as all the makers are chasing market share and
> building increased capacity to go after it. It will be interesting to
> see who wins. Despite my comments on the Sharp 45" Aquos, I think the
> Aquos G series are the best buys for LCD TVs on the market right now.
> Sharp may be in the best situation among the Japanese companies to
> thrive in the LCD TV market, don't know about Sony.
>
> Alan Figgatt
>
Sony will probably thrive too, since they buy their LCD glass from Sharp.
"Alan Figgatt" <afiggatt@comcast.net> wrote in message
news:JcOdndum2aV9AFXcRVn-3g@comcast.com...
> RobH wrote:
>> Jeff Rife <wevsr@nabs.net> wrote in
>> news:MPG.1c31b3bab7d7616d9899f8@news.nabs.net: BUSINESS/FINANCIAL DESK |
>> November 29, 2004, Monday
>>
>> Signs of a Glut And Lower Prices
>>
>> By ERIC A. TAUB (NYT) ABSTRACT - Glut of liquid crystal display
>> flat-panel televisions, called LCD's, are about to enter market, result
>> of boom in new factories; analysts say prices will drop as much as 30
>> percent by end of 2005.
>
> A counter press article: "Rumors circulate that Samsung will raise
> panel prices" in January.
>
> http://www.digitimes.com/displays/a20041215A5024.html
>
> Reports are that some of the Taiwan TFT-LCD panel makers will report a
> loss and many of the other LCD makers are showing big profit drops. We
> have been in a period of rapid price drops for smaller to mid sized LCD
> panels, but that may level off for a period if few companies are making
> money. Complex situation as all the makers are chasing market share and
> building increased capacity to go after it. It will be interesting to
> see who wins. Despite my comments on the Sharp 45" Aquos, I think the
> Aquos G series are the best buys for LCD TVs on the market right now.
> Sharp may be in the best situation among the Japanese companies to
> thrive in the LCD TV market, don't know about Sony.
>
> Alan Figgatt
>
Sony will probably thrive too, since they buy their LCD glass from Sharp.