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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (45724)12/4/2011 12:27:21 AM
From: Spekulatius  Read Replies (1) of 78576
 
Re GLW - another thing I failed to mention, does anyone have thought on the 25% revenue slide for the Gorilla glass? I thought that product was at the beginning of it's life cycle and if so, it should not shrink 25% qoq. I know that both Schott and Nippon Electroglass have a competing product, so maybe GLW is loosing market share? I don't know but it seems that GLW has issues on multiple product lines.
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