Citing a citation of a citation of a citation, Tim Oren notes that LCDs are on an 18 month over/under supply cycle like DRAM. He says that next year will be a good time to buy… and I’m sure he’s right. Due Diligence
Citing a citation of a citation of a citation, Tim Oren notes that LCDs are on an 18 month over/under supply cycle like DRAM. He says that next year will be a good time to buy… and I’m sure he’s right. Due Diligence
Just wanted to add that my dad told me the same thing (he works for one of the Taiwan companies that is a major supplier of LCDs since they deal a lot with manufacturing notebooks) and told me not to buy anything with LCDs until February, because of the oversupply curve.
That will be excellent timing. Good to have insiders on the team.