All quotes are from the CCBN StreetEvents transcripts:
After lagging panel prices for several months, recently LCD TVs have come down in price, and some customers have now aligned LCD TV prices with the early summer drop in panel prices. We feel Dell in particular has done a good job of rationalizing pricing of their LCD TVs and plasma TVs….
Some of the other television companies have wildly varying pricing, depending on the model and retail partner. While Dell has cracked the $1,000 barrier for a 23" LCD TV, a similar product from a large Japanese TV company still has a list price of $1,699 with street price ranging from approximately $1,200 to $1,699. Even more dramatic is the comparison for the 26", where Dell is at $1,649 and the Japanese company has a list price of $2,499 with street prices of around $2,000. We believe these seemingly irrational price discrepancies confuse the market and limit growth. The good news is we are now seeing prices change daily and believe the market will conform to the new lower panel prices as we move through the fourth quarter and into the first quarter of 2005.