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Strategies & Market Trends : Contrarian Investing -- Ignore unavailable to you. Want to Upgrade?

To: pcyhuang who wrote (598)	10/26/2006 11:00:46 PM
From: Johnny Canuck	Read Replies (2) \| Respond to of 4080

I have to agree with your appraisal of GLW. I never understood why it traded so high for so long. Most of the growth was in LCD screen glass segment, but it was such a small part of the company the valuation of the company never seemed justified.. It's biotech division only has had moderate to flat growth also from what I remember. Fiber has not been growing for some time and there has been no pricing strength as there is still a lot of capacity out their from other companies. In regards to LCD screens, as much as we have reached to sweet spot in terms of pricing for LCD monitors and TV, the margin as just outrageously thin. Just look at AUO which is stalled despite the increased demand for LCD products across all segements.