Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Sergio H who wrote (45727)	11/30/2011 5:33:22 PM
From: J Mako	Read Replies (2) \| Respond to of 78579

re: GLW & MET In retrospect, it appears to me GLW's mgmt takes tremendous pride in their proprietary technologies and thinks no competitors can achieve the thermal properties their fusion glasses offer at their price point and scale. (Such thermal properties are needed to make high quality LCD panels.) Not being a material engineer, I can't really tell. I still give them the benefit of doubt. MET: Apart from banks, another industry I'm reluctant to get into is insurance. they are black boxes. There are incentives for mgmts to underprice premiums and do it for a long time. And because there are black boxes, no problem shows up in the P&L and the market will be in the dark for a long time too. Let me catch up on the previous posts on MET... If you have any other pointers/references on the industry in general or on MET, please do let me know.