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  • Corning: Glass Gets Fragile [View article]
    Keep in mind that unemployment (i.e. possible job cuts by Corning, in this case) are a *lagging* indicator. By contrast, some resumption of LCD demand may indicate sales to have bottomed...though they may lag there for a while yet, I think we're beginning to see some visibility of that bottom, and a potential turnaround once the inventory is worked down.

    IMO, this is not the time to dump GLW...it's the time to grab some!!

    Disclosure: long GLW.
    Dec 09 12:06 pm |Rating: +1 0
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