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Technology Stocks : AFCO: Applied Film, Undiscovered Gem?
AFCO 8.6500.0%Jul 10 5:00 PM EST

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To: SemiBull who wrote (216)6/26/2003 8:30:49 PM
From: SemiBull  Read Replies (1) of 238
 
Global monitor sales flat in Q1, LCD sales rise

Thursday June 26, 4:19 am ET

AMSTERDAM, June 26 (Reuters) - Global shipments of computer monitors were stable
in the first quarter, but flat panel displays gained market share at the expense of
cathode ray tube monitors, a survey showed on Thursday.

A total 28.6 million monitors were
shipped in the first quarter, down
one percent versus the same
quarter of 2002, market research
group DisplaySearch said.

Flat liquid crystal displays (LCDs)
amounted to 10.6 million units, or 37
percent of the total, up from 30
percent in the previous quarter.
LCD prices have plummeted in
recent quarters.

Demand for LCDs grew strongest in
Europe, by 19 percent versus Q4
compared with a three percent fall in
U.S. sales. Europe has become the
largest market for flat computer
displays.

Sales were driven by 17 inch displays, of which shipments into Europe rose by 54
percent, DisplaySearch said.

U.S. computer maker Dell (NasdaqNM:DELL - News) was the world's number one LCD
brand, growing shipments by 182 percent year-on-year and commanding a 16 percent
global market share.

South Korea's Samsung Electronics (KSE:05930.KS - News) remained number two
despite losing some market share at 8.9 percent while U.S.-based Hewlett-Packard
(NYSE:HPQ - News) gained share at 7.5 percent.

Samsung is still the world's largest manufacturer of unbranded LCDs. It supplies to
other companies like computer makers which put on their own brands. Korea and
Taiwan are the two countries where most of the flat monitor makers are based.

Including tube monitors, Samsung is just ahead of Dell as the world's largest displays
supplier.

Semiconductors to control the LCD monitor and LCD televisions rose by 69 percent
year-on-year to 15.3 million units. Genesis Microchip (NasdaqNM:GNSS - News) lost
some share but still made about half of all chips. Number two MRT also lost some
share, while Franco-Italian STMicroelectronics (Paris:STM.PA - News) almost doubled
its share to seven percent to clinch third spot.
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