SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Z Best Place to Talk Stocks -- Ignore unavailable to you. Want to Upgrade?


To: Larry S. who wrote (49477)10/12/2003 11:11:45 AM
From: Larry S.  Respond to of 53068
 
from Barrons on flat panel displays:

Anything but Flat

Order a laptop from Dell Computer and you might be told the shipment will be delayed a week or so. Flat-panel displays have been in short supply. "The popularity of flat panels is increasing," says Dell spokesperson Mary Fad, "but the factories are not coming up as fast as demand."

Merrill Lynch's Joe Osha just came back from a Taiwan junket, where manufacturers told him that they could sell 30% more flat-panel displays than they're able to manufacture. Production of these liquid crystal displays is dominated by Taiwanese firms like AU Optronics and Korean firms like LG.Philips and Samsung.
Apart from Sharp and Toshiba, the Japanese electronics industry decided against building LCD factories -- fearing that the category would become another
commodity like DRAMs.

Most LCD makers will add new capacity over the next year, but display supplies lines could become critical in the world war between the computer and the
consumer-electronics industries. Dell, Hewlett-Packard and Gateway are muscling into the market for flat-panel televisions and they've got stronger relationships with the LCD makers. Dell President Kevin Rollins said as much last week. "Who is the largest flat-panel user and procurer in the world?" he asked rhetorically.
"It's Dell."

"It's a war of control," agrees Lee Meyer, an Asia technology sales trader at Credit Lyonnais in New York. "If you don't have the panels, you're in real jeopardy."



To: Larry S. who wrote (49477)10/12/2003 11:12:18 AM
From: pass pass  Respond to of 53068
 
but the reverse would sound even more hilarious:

72 year old Yankee coach Don Zimmer throws 31 year old Boston Red Sox pitcher Martinez to the ground.



To: Larry S. who wrote (49477)10/12/2003 4:44:05 PM
From: chowder  Read Replies (1) | Respond to of 53068
 
The 72 year old dummy shouldn't have tried to throw a punch at Pedro. I give Pedro credit for not hitting the old fool. Two knee replacements and a metal plate in his head? What the hell was he thinking when he tried to get involved in a brawl? A man in his position should have been providing some real leadership by trying to calm things down.

Not to mention how the Yankee bull pen players attacked a grounds keeper in the bull pen for rooting for the Bosox. Charges may be filed against the Yankee bull pen players.

I'm still disgusted by the reactions of both teams. I wish they focused on baseball.

dabum