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Strategies & Market Trends : Value Investing
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To: Jurgis Bekepuris who wrote (50759)2/6/2013 11:44:03 AM
From: Dennis 3  Read Replies (1) of 78464
 
GLW, IMO is feeling the affects of low demand from lcd's, tv's and depreciated yen among other things. The increase in capital exp. was caused by a new facility for new display plant in china. They are also expanding their gorilla glass manufacturing. this is shrinking free cash flow but it is not a permanent expense and it should pay off. i can see margin improve with gorilla glass(specialty mat) and increase rev.

Tomorrow is investor meeting. they should give guidance for the rest of the year. still a long term buy in imo.
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