Mark Gomes'  Instablog

Mark Gomes
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This profile, along with Mr. Gomes' investment methodology and article on "Tripling Your Money" ( are required reading to understand how Mr. Gomes' researches and trades his picks. His updates are communicated via his Seeking Alpha Instablog/Articles/Comments and... More
My company:
Pipeline Data, LLC
My blog:
The Pipeline Data Newsletter
My book:
Faster Than Forty
  • LG & PXLW 1 comment
    Jun 4, 2013 12:12 AM | about stocks: PXLW

    Here are a couple additional PXLW / LG data points:

    • LG is currently the only vendor making a TV with Google TV built in. The company clearly has its wagons hitched to both Apple and Google.

      It is also upping its ante when it comes to picture quality. FYI, LG's 84" 9600 Ultra LED HDTV incorporated two Pixelworks imaging processors to handle the 4K upscaling. Shortly after its release, CNET did review providing super close-up screen shots comparing LG's picture quality to Sony's 84" Bravia LED. You can decide for yourself which was better.

      As you do, keep this in mind - the Sony model costs 50% more than LG's. It seems to me that PXLW's latest technology is providing more competitive value than it has in the past.

    • In the mid-2000s (during the last TV upgrade cycle), PWLX revenue topped $170 million, with upwards of $100 million of that coming from the TV market. Now, as we sit at the cusp of a smart TV upgrade cycle, PXLW is doing less than $50 million in revenue.

      In addition, it should be noted that the high-end TV market amounted to just 50 million units back then. At present, the smart TV / Ultra TV market is expected to approach 100 million units over the next 12 months.

    Disclosure: I am long PXLW.

    Stocks: PXLW
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  • Mark Gomes
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    Author’s reply » Just consolidating a few data points here as I burn the midnight oil digging for addition clues into PXLW's future.
    4 Jun 2013, 12:24 AM Reply Like
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