http://stockmarketbeat.com/blog1/2006/09/08/semiconductor-beat-2/ Our beat: The stock market. Our job: Beat it. Tue, 06 Jan 2009 01:46:12 +0000 http://wordpress.org/?v=2.2.1 http://stockmarketbeat.com/blog1/2006/09/08/semiconductor-beat-2/#comment-2740 Stock Market Beat » Blog Archive » LCD Beat Tue, 12 Sep 2006 01:57:06 +0000 http://stockmarketbeat.com/blog1/2006/09/08/semiconductor-beat-2/#comment-2740 [...] This is a dangerous bid for unprofitable market share in the face of what one competitor calls an inventory glut that will require a year to correct. As we have said in the past, the right move for the industry is to push back production and capacity increases until demand catches up with supply. In light of a potential consumer slowdown, that may take longer than many realize. The author may hold a position in the securities discussed. A current list of the author's holdings is available here. [...] […] This is a dangerous bid for unprofitable market share in the face of what one competitor calls an inventory glut that will require a year to correct. As we have said in the past, the right move for the industry is to push back production and capacity increases until demand catches up with supply. In light of a potential consumer slowdown, that may take longer than many realize. The author may hold a position in the securities discussed. A current list of the author’s holdings is available here. […]

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