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Strategies & Market Trends : 50% Gains Investing

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To: Paul Senior who wrote (37362)	4/2/2004 9:13:48 PM
From: Spekulatius	Read Replies (1) of 118717

AUO has without doubt racked up some impressive numbers in the past but doubling the earnings from the current high (IMO) base is a big hurdle. Eventually the LCD panels will become a commodity with gross profit margins of around 20%. I think the field will be dominated by some big integrated players (Samsung, Sharp, Canon, AUO and others) and some horizontally structured players like DELL which build a highly efficient supply chain. Also, as an investor one needs to consider that the 4th quarter is the strongest and the earnings this quarter sould be weaker Q over Q which amazingly enough can catch momentum players by surprise.

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