Replies to post #173 on SOYO Group Inc (SOYO)

[Rigel_7]

Flat Panel Discussion

Current discussion on Jim Cramer's RealMoney about LCDs and Flat Panels. The major players in the space are GLW (Corning), TXN, AUO, Sony, Samsung:

With optic cable sales sluggish in China and the company lagging in the
"fiber to the home" market, the prospects for the third quarter are
riding on increased sales of liquid crystal display, or LCD, monitors and
TVs.

"There's no robustness in telecom and the emissions business is "flattish", so it comes down to the display business." Corning CFO James Flaw said in an interview late Tuesday after the company posted solid second quarter results.

Corning makes the glass that LCD panel makers fashion into computer monitors
and flat panel TVs. "With LCD monitors now accounting for 67% of computer screen sales," Flaw continues, "the next segment poised for growth is LCD TVs."

"We are focused on televisions this quarter," says Flaws, who predicts a
sequential sales increase for the display business of between 10% and 20%.
"We are very pleased with how the prices have come down on televisions, down
40% in the past year," says Flaws. In Corning's view, lower TV prices equate
to higher sales volumes and greater demand for more glass.

Taking the big picture view, Flaws says he expects total LCD glass
volume to increase "north of 50%" this year, compared to last year's total.