7 posts and columns on Panels

Apple and Samsung Hammering Out $7.8 Billion Display Deal

in Mobile on February 14, 2011 at 7:32 am PT

With demand for its iOS devices growing, Apple is once again moving to secure vast storehouses of parts with which to build them. Cupertino is said to be finalizing a massive component contract with Samsung, one that would make it the company’s single largest customer.

ComScore’s Gift to Web Publishers: (Almost) Free Traffic [UPDATED]

in Media on January 22, 2010 at 3:00 am PT

Web publishers love to grouse about comScore’s traffic estimates. But many of them are much happier these days: A new measurement system is giving some sites a dramatic boost in Web visitors.
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Chrome OS: “Turning On a PC Should Be Like Turning On Your TV”

in News on November 19, 2009 at 11:59 am PT

Direct from Google headquarters, and liveblogged by John Paczkowski, Google’s Sundar Pichai, vice president of product management and Matthew Papakipos, engineering director for Google Chrome OS, explain some of the advantages of the operating system: Speed, simplicity and security.
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Google’s Chrome OS: “It Just Works”

in News on November 19, 2009 at 9:51 am PT

Speaking at Microsoft’s Worldwide Partner Conference in New Orleans this past July, Microsoft CEO Steve Ballmer said of Google’s forthcoming Chrome OS, “Who knows what this thing is?” Today, he found out. The operating system, a direct challenge to Microsoft Windows, was on display at a media gathering at the company’s HQ this morning, and in the words of Sundar Pichai, Google’s vice president of product management, it is intended to make computing a “delightful” experience.
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FSLR: Reiterates ’09 View, Stock Down on Germany Woes

in News on July 30, 2009 at 3:00 pm PT

Shares of solar panel technology maker First Solar (FSLR) are reversing course this evening, falling to $170 after briefly going as high as $189 following a clean Q2 beat. What’s spooked people are the company’s remarks on a conference call this evening about growing uncertainty in its German market.

Deep Discounts Fail to Stem LCD Panel Supply Glut

in News on December 29, 2008 at 9:11 am PT

Despite deep discounts in stores, liquid crystal display inventory still far outweighs demand. Even though there are rumors of the Taiwanese government encouraging mergers between panel makers, reduced capacity for production would be unlikely to result–and the glut will most likely continue.

First Solar: Are Their Customers Piling Up Inventory?

in News on December 12, 2008 at 10:03 am PT

Jonathan Hoopes of ThinkEquity concluded this morning that major customers of First Solar are sitting on what could be substantial inventory in their warehouses. Since it’s unlikely that impediments to solar market growth are lifting any time soon, or that said inventory’s going anywhere fast, he cut his price target from $175 to $105, and his estimated EPS for both 2009 and 2010.