• Kevin Quon
    GLW remains one of the most undervalued plays @ $13/sh in a safe & relatively stable industry sector
    12/29/11
    Reply (16)
    • Husky Financial: since when are flatscreen TVs a "stable" sector? I mean, the smartphone/tablet segment is nice, but idk about stable
      12/29/11
    • sstonerm3: flatscreen business is ~1/3 of their business
      12/29/11
    • 1980XLS-2.0: http://bit.ly/rVp58G
      12/29/11
    • Husky Financial: ok.. to me that is pretty significant. Now lets see.. how much of their business is tied to Europe? GLW just seems like a value trap to me
      12/29/11
    • Demi9OD: I bought my Pioneer Kuro years ago and still nothing better has come out. Don't give a crap about 3D.
      12/29/11
    • Clayton Rulli: Theyd make more money selling bullet proof glass
      12/29/11
    • Kevin Quon: 2/3 of their business isn't TV's. Also LCD adoption worldwide is on the rise. Compared to Solar, Internet, etc. this is "relatively stable"
      12/29/11
    • vinyal: WRONG!!!!!!!!!!!!!!!!!!
      12/29/11
    • Husky Financial: compared to internet? lol what
      12/29/11
    • avickrey: Kevin, agree with you. Mgmt has had a hard time unlocking value. Recent div increase + buyback announcement and strong operating cash flow.
      12/29/11
    • Clayton Rulli: or maybe they could sell their gorilla class to BA for the dreamliners? they need more
      12/29/11
    • Kevin Quon: @Husky: Internet companies. Low barriers of entry = easy to undermine & for competition to pop up
      12/29/11
    • Husky Financial: i thought u meant the internet sector,which is one of the fastest growing,most stable sectors in the world right now but ind. co's u r right
      12/29/11
    • Kevin Quon: Lol, considering we're using it as we speak, i do trust the Internet sector will be around for a while.
      12/29/11
    • sstonerm3: $4Billion in cash...PE 7.5 or so. Business segments: 40% sales, telecom 26%, Specailty materials 14%, environ tech 14%, life science 8%
      12/29/11
    • sstonerm3: 40% sales is disply tech.
      12/29/11