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Strategies & Market Trends : Value Investing

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To: Sergio H who wrote (45709)11/29/2011 9:20:58 PM
From: Spekulatius  Read Replies (2) of 78559
 
>>I am not buying GLW because Korea has an interest in growing their own industry. There is LG Chemical that took over LCD glass manufacturing from a German Co. and I would bet that they become a major player.<<

You have a source for that? As far as i know, LG has been working with Schott for years (at least 2007). Schott is a very similar (in terms of product offering) to GLW and both have been rivals for many years.Schott traditionally has not been in the business of giving away stuff; their management is very astute (maybe even more so than GLW's).
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