Wednesday, January 16, 2008
Could screen makers be the next hot investment?
The Wall Street Journal has an article today saying there is a shortage of screens. Every thing from remote controls to phones are getting mini screens. Part of the drive is to create spaces for ads. This has strained the supply of screens smaller than 10 inches. Could this lead to a big run up in the stocks of these companies?
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It depends who the manufacturers are how their contracts are arranged. Big boys like Sony and Taiwanese manufactures (Toshiba)are diversified enough that it may bump profits where at a small company it could really boost the bottom line. I suspect small companies are the exception and they may not be public.
As for contracts, once those are setup, it usually does not change for a year or so.
Given all that, manufacturing screens probably has a high barrier to entry, so that would point to higher profits too.
Do you think there is any hope for OLED technology?
The new Mac laptop was certainly attractive. I initially did not like the lack of a CD/DVD/etc. drive, but I think that may be the wave of the future - especially if your computer has a 60 GB flash drive! Apple WAS the first to abandon the floppy drive (there was an outcry at that...), so maybe they are on to something.
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