GLG News by LCD TV Sellers (North America)
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October 15, 2008Is Apple's Charisma Fading?
Analysis of: Apple Holds Prices on Laptops - Computer Maker Refreshes MacBook Lineup | online.wsj.com
Author: Steve Fanchiu, President and Chief Executive Officer, Genttix, Inc.
What would be Apple's strategy for a sustained position in the laptop market? What has hindered Apple to do more for a profit when cost reduction is a critical issue? How could the new lines appeal to catch more buys?
October 15, 2008A Broken Leg at Corning (GLW)?
Analysis of: CORNING: High Tech, Big Value | www.forbes.com
Author: Steve Fanchiu, President and Chief Executive Officer, Genttix, Inc.
How did Corning (NYSE: GLW) push for its valuation over the year? What did Corning claim to be outstanding for Q2, Q3 and Q4 of 2008? How did Corning influence and then surprise financial analysts?
October 13, 2008Loss of Credit Rating Adds to a Very Risky Situation for Suppliers
Analysis of: CREDIT Circuit City Loses Recommendation | www.washingtonpost.com
Author: David Workman, Executive Director, PRO Buying Group
Vendors will continue to support Circuit until at least the first part of December Companies will watch carefully the weekly trends over the next 45 days Vendors can easily create a "run on the bank" if one or two large suppliers change their terms significantly
October 8, 2008Why should you Invest in Clean Lighting Sector?
Analysis of: Cree Announces Commercial Availability of XLamp MC-E LED | biz.yahoo.com
Author: Steve Fanchiu, President and Chief Executive Officer, Genttix, Inc.
How will the U.S. innovative firms prominently continue the global leadership in LED (Light Emitting Diode) device? How will the green energy incorporate newer lighting technologies? What are the challenges that affect the technological development in the clean lighting industry?
October 2, 2008What Could You Expect from Players for MEMS-based Pico Projector in North American Market?
Analysis of: Microvision Demonstrates Enhancements to Pico Projector Prototype at CEATEC Japan 2008 | biz.yahoo.com
Author: Steve Fanchiu, President and Chief Executive Officer, Genttix, Inc.
What is the merit and advantage for Japanese and other leading Asian brands in Korea and Taiwan to play with in the consumer electronics market? How spaciously could be U.S. firms to play in the portable consumer electronics market when Apple has lost its power in driving further cost reduction and...
September 11, 2008Where will Small Players for Projection Display Technologies Go ?
Analysis of: Light Blue Optics Demonstrates Miniature Projection Systems | www.reuters.com
Author: Steve Fanchiu, President and Chief Executive Officer, Genttix, Inc.
How often have those projection display technology providers or developers claimed to bring a brilliant future, with excuses for repetitive delay in productization and market adoption? Pico-projector is just one of them. .......................... Why has the development of many projection technologies...
June 30, 2008Consumer Confidence Index
Analysis of: Consumer confidence nears all-time low | money.cnn.com
Author: David Workman, Executive Director, PRO Buying Group
Some of what we report is a self fulfilling prophecy We are not one number, driving to one result Consumers will be selective in their indulgences
June 23, 2008What may break Corning's claims for a good second-half?
Analysis of: UPDATE 1- Corning sees LCD glass sales at high end of range - Jun 20, 2008 | www.reuters.com
Author: Steve Fanchiu, President and Chief Executive Officer, Genttix, Inc.
Can Corning Glass best utilize its capacity in Asia to equalize profit versus quantity? undefined What if the sizes of 42 inch up to 65 in of LCD TV were not sold for the said 50% increase in quantity? What if the increase in unit sold comes from smaller-sizes of LCD TV, from 29 inch to 32 inch, instead...
June 3, 2008There is no room in the middle
Analysis of: Sears Loses Out To Costco And Big Lots | www.forbes.com
Author: David Workman, Executive Director, PRO Buying Group
Sears has a fundamental structural problem with its format, market appeal to the consumer and ability to resnate the differences shopping with them represent. The shift to the warehouse channel is a permanent one that greatly impacts those retailers who have in the past lived in the market somewhere...
January 8, 2007
LEDs Will Happen but Step-by-Step and Different Types in Different Applications
Analysis of: Apple and HP To Launch LED based Laptops | www.digitimes.com
Author: GLG Expert Contributor
Analysis of: Apple and HP To Launch LED based Laptops | www.digitimes.com
Author: GLG Expert Contributor
It shows that mainstream brands (Apple and HP) and mainstream applications (notebook PCs) in markets with huge volumes and the need for low cost yet manufacturable solutions can indeed take LEDs as light sources and make them mainstream.... this has huge implications for the LED supply chain and other...
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