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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?


To: JeffreyHF who wrote (88184)12/28/2009 3:10:33 PM
From: quartersawyer2 Recommendations  Read Replies (1) | Respond to of 197271
 
no evidence that LG is abandoning its interest in iMod for smartphones, nor for any other products.

It reads: "LG Display Co. signed a cross-licensing agreement Monday with a unit of Taiwan's Prime View International Co. and will buy US$30.5 million worth of the unit's bonds to tap into the fast-growing electronic paper market.... The agreement will allow LG Display to tap Hydis' fringe-field switching technology, which enables liquid crystal displays to be viewed under sunlight and improves their viewing angle."

While that's not evidence of abandonment, it's strong support of a competing product and LG's intent to develop and utilize their own display technology. I use a TFT-LCD screen on a sonar device. It's excellent and expensive. If that screen ever becomes available at genuinely low cost and low power consumption (both of which are claimed, and which I doubt) it will be much more attractive than what we've seen of Mirasol screens.

If it might be a $3 billion market in 2012, the question becomes what is the cost of developing Mirasol to shareholders, and will the revenues generated ever find a way to the bottom line.