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Strategies & Market Trends : Asia Forum -- Ignore unavailable to you. Want to Upgrade?

To: Stitch who wrote (817)	1/14/1998 12:56:00 PM
From: danderso	Read Replies (1) \| Respond to of 9980

Stitch, You said that Asian imports will become "staggeringly cheaper" in the next few months. I think that flat panel display production is primarily Asian, so they would be an example of something becoming staggeringly cheaper. Right now we are at a cusp in which desktop personal computers are being replaced by laptops. Since flat panel display costs are one of the largest components of laptop cost, a severe drop in their price would greatly speed this transition. We are also entering a time when desktop flat panels are becoming interesting, but still expensive. This trend will also speed up greatly if price declines are rapid. This pattern would intersect with the imminent proliferation of home devices, where light-weight low footprint devices are vital ( think of kitchen devices, screen phone and network computers). The idea is that macro forces jump start selected segments of the market that are taking off because of their own development curves. I would also like to know if plasma display production is predominantly Asian, for similar reasons. Plasma displays in the large tv size range are appearing in the $10,000 range, so very large declines due to the Asian crisis would have a huge impact on sales due to price elasticity at those levels. This would intersect with the High Definition TV schedule, which has broadcasts beginning at the end of this year in the top 10 US markets and via DirecTV DBS. Dave