EL
Eric Lin
10quotes
Quotes by Eric Lin
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In the worst quarter, we believe local companies will be able to make money on strong cost-saving capabilities.
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I'm sure there are some really interesting films in there that could be impossible to find anywhere else.
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It takes guts to expand production when the industry slows, as the investment required is massive.
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Besides, the first quarter looks not as bad as we had thought. Demand for LCD TVs and notebook computers is extending into the current quarter and inventory is healthy.
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The government's tighter control over Chinese-bound investments will scarcely have any impact on flat panel makers as they did not bank any hope on an opening to save costs as other sectors did.
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But the lead will be short-lived as the Korean companies will be able to make panels at lower costs in their new factories after output increases in the second half of this year.
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