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"Does anyone know of a LCD chip maker."

"The reason I remembered it, was that it was expected to cause a substantial increase in supply and push prices down. That is discussed ....:"

Hi Joe,

Yeah, I don't recall which one, but one of the big companies (maybe Matsushita) recently decided to get out of the business due to pricing presssures... with capacity increasing, manufacturing yield going up, if there is any slowdown in the market, i.e. consumer spending slows along with the recent drop in consumer confidence, then prices could fall even faster. I wouldn't make any bets on something which will probably be considered a commodity before long.

That's my 2¢ worth, and not sure it's even worth that...

Regards, Ken
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