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	<title>Comments on: Are LCD Manufacturers the World&#8217;s Worst Colluders?</title>
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	<description>Our beat: The stock market. Our job: Beat it.</description>
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		<title>By: Investigation May Be Unwarranted, But Still Bad for LCD Business - Stock Market Beat - Our beat is the stock market. Our job is to beat it.</title>
		<link>http://stockmarketbeat.com/blog1/2006/12/11/are-lcd-manufacturers-the-worlds-worst-colluders/comment-page-1/#comment-8465</link>
		<dc:creator>Investigation May Be Unwarranted, But Still Bad for LCD Business - Stock Market Beat - Our beat is the stock market. Our job is to beat it.</dc:creator>
		<pubDate>Tue, 19 Dec 2006 19:08:22 +0000</pubDate>
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		<description>[...] Investigation May Be Unwarranted, But Still Bad for LCD Business    We were the first to point out that the price-fixing investigation aimed at LCD panel makers seemed a bit silly. And at least one firm is using our point as a defense, even at the expense of looking a bit inept. Plummeting prices all but prove the industry has not gotten together to reap excess profit. If anything, the industry needs to cut back production to get supply back in balance with demand. However, Goldman Sachs points out that the investigation may hinder them from doing so. Investment firm doubts in feasibility of production cut plans for panel makers, report says Panel makers may hesitate over their production cut plans in the first half of next year, as they will face a long-term investigation from justice departments in various countries, according to investment firm Goldman Sachs, as quoted by the Chinese-language Commercial Times. The hesitations may negatively impact the possibility for panel prices to rebound, the investment firm added, according to the paper. [...]</description>
		<content:encoded><![CDATA[<p>[...] Investigation May Be Unwarranted, But Still Bad for LCD Business    We were the first to point out that the price-fixing investigation aimed at LCD panel makers seemed a bit silly. And at least one firm is using our point as a defense, even at the expense of looking a bit inept. Plummeting prices all but prove the industry has not gotten together to reap excess profit. If anything, the industry needs to cut back production to get supply back in balance with demand. However, Goldman Sachs points out that the investigation may hinder them from doing so. Investment firm doubts in feasibility of production cut plans for panel makers, report says Panel makers may hesitate over their production cut plans in the first half of next year, as they will face a long-term investigation from justice departments in various countries, according to investment firm Goldman Sachs, as quoted by the Chinese-language Commercial Times. The hesitations may negatively impact the possibility for panel prices to rebound, the investment firm added, according to the paper. [...]</p>
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		<title>By: Sharp: &#8220;We&#8217;re not crooks. We&#8217;re inept.&#8221; - Stock Market Beat - Our beat is the stock market. Our job is to beat it.</title>
		<link>http://stockmarketbeat.com/blog1/2006/12/11/are-lcd-manufacturers-the-worlds-worst-colluders/comment-page-1/#comment-8098</link>
		<dc:creator>Sharp: &#8220;We&#8217;re not crooks. We&#8217;re inept.&#8221; - Stock Market Beat - Our beat is the stock market. Our job is to beat it.</dc:creator>
		<pubDate>Thu, 14 Dec 2006 23:55:00 +0000</pubDate>
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		<description>[...] Are LCD Manufacturers the World&#8217;s Worst Colluders? [...]</description>
		<content:encoded><![CDATA[<p>[...] Are LCD Manufacturers the World&#8217;s Worst Colluders? [...]</p>
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