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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (44140)	3/20/2001 11:54:37 PM
From: Sam Citron	Respond to of 70976

Gottfried, You are being much too rational. There is no indicator as reliable as the "Cover Story" indicator. The bear is dead.

To: Gottfried who wrote (44140)	3/20/2001 11:57:15 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

Worldwide Production of Large TFT-LCD Modules Increases 40 Pct. March 21, 2001 (TOKYO) -- The worldwide production of large TFT liquid-crystal display modules in the fourth quarter of 2000 increased 30 percent to 8.28 million units from the same period the previous year, according to a Nikkei Market Access study. The total production for 2000 resulted in 30.98 million units, 40 percent more than the turnover for the previous year. The fourth quarter of 2000, however, saw a one percent decline in module production from the preceding quarter. That ended the expansion of production that lasted for 10 straight quarters since the second quarter of 1998. The recessive mood started growing over the U.S. PC market in the fall of 2000, and then affected the production of large TFT-LCDs in late 2000. TFT-LCD makers are developing the jitters over the future. Even though still on the increase in terms of units, the production of large TFT-LCDs already has leveled off in terms of value due to plunging prices. And the bearish U.S. PC market gave another blow to LCD makers. Some of these manufacturers might stop their production lines if the LCD prices continue to fall. The price decline, which is undesirable to the makers, could bring out unprecedented demand for TFT-LCDs, however. TFT-LCD modules have a direct influence on the prices of devices equipped with them, and therefore could stimulate market demand substantially. Nikkei Market Access projects TFT-LCD production at 8.31 million units in the first quarter of 2001, almost the same level as the fourth quarter of 2000, but would increase by 19 percent to 9.93 million units in the second quarter of 2001 from the first quarter and by 33 percent on a year-on-year basis. TFT-LCD makers that survive the current plight may get the last laugh, however. Related story: World LCD Monitor Production to Exceed 14 Million in 2001 (Nikkei Market Access)