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AU Optronics Corp. (AUO)

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LongShortTech: DisplaySearch says 218 million LCD TV units will ship in 2010, up 6% from this year. Cf. AUO GLW LPL

about 22 hours ago
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LongShortTech: Wistron is expected to ship 800k LCD TVs in Q4, 2.5m units in 2009. Q1 2010 forecast = 1m units; total 2010 = 5m units. Cf. AUO LPL GLW

Sat, Nov 07, 2009
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LongShortTech: Digitimes says the LCD monitor panel overstocking is diminishing: http://bit.ly/3Nog1E Stocks: AUO LPL GLW LGERF.PK SHCAY.PK SSNLF.PK

Wed, Nov 04, 2009
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LongShortTech: Full story on T suing AUO CHT SSNLF.PK http://bit.ly/1InshC

Thu, Oct 22, 2009
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LongShortTech: T sues LCD manufacturers AUO CHT SSNLF.PK for price fixing for cellphone screens. Not that they are exactly making high margins...

Thu, Oct 22, 2009
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Hedged In: CLSA says the ebook reader market will reach $2.8bn by 2015 => AMZN SNE BKS AUO AAPL. But I'm skeptical. Remember sat phone forecasts?

Fri, Oct 02, 2009
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Hedged In: AUO launches an ebook reader at 50% cost of rivals' from SNE AMZN BKS: http://bit.ly/M4Nx4

Fri, Oct 02, 2009
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Hedged In: LG Electronics forecasts that emerging market demand for flat panel screens will jump 50% in 2010 (http://tinyurl.com/lj5mv5). ++ (GLW) (AUO)

Sun, Sep 06, 2009
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Hedged In: LCD stock (AUO) is *up* because quake disruption to (GLW)'s glass factory in Japan will limit output (http://tinyurl.com/n6clo7). Makes sense?

Wed, Aug 12, 2009
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AU Optronics Corp. (AUO)

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