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USDC’S 5TH Annual Flexible Displays and Microelectronics Conference Around the Bend… | ||
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Display Industry Heats up the Summer of ‘05 | ||
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Q&A Spotlight with Bruce Berkoff, Chief Marketing Officer & Executive Vice President of Marketing, LG.Philips LCD | ||
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An HDTV Merger Designed to Target the Market Sweet Spot | ||
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USDC to Host Display Technology & Supply Chain Investment Conference in San Francisco |
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GE and USDC Will Partner on Developing Roll-to-Roll Electronics | ||
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Consolidation and Expansion in TFT-LCD Industry |
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USDC's New Address and |
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DisplayTrends is a USDC publica-tion. To be removed from this mailing list, please e-mail usdc@usdc.org. |
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In this issue of DisplayTrends, USDC is pleased to present you with several interesting articles— from an executive Q&A with LG.Philips LCD’s Bruce Berkoff to a thoughtful discussion on industry consolidation from David Barnes of DisplaySearch. Also, you’ll read Vincent Sollitto’s perspective on the Brillian/Syntax merger, along with highlights of some of the most recent news from USDC member companies. Equally notable is our upcoming Display Technology and Supply Chain Investment Conference, set for Thursday, September 22nd in San Francisco, and co-sponsored by WR Hambrecht + Co. Last year’s event sold out, so early registration is encouraged. Read further along in this issue for additional detail, or visit the USDC website at www.usdc.org for more information. |
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When looking at the display market, the last three years have been both challenging and rewarding for public and emerging companies. Amidst constant challenges, however, it is often easy to overlook all the progress made. Several U.S. companies have gone from posting losses to showing profits, as their business models have been vindicated and sales have grown. This is in no small part due to the fact that the industry growth many of us were forecasting arrived, while demand for innovative display technologies keeps escalating. We all know how challenging it has been to make good on delivering new display technologies, products and solutions. But several USDC member companies and affiliates have proven themselves up to that challenge. In fact, the success of U.S. companies in the display industry and the very degree of that success is widely overlooked—not just by outsiders—but by members of our own display community. Companies in the display industry are often lumped in with other technology companies by investors and the media. And, it probably doesn’t come as any surprise that technology stocks have been among the least popular investments over the past few years. But when you look at the three year returns of the public companies presenting at the USDC Display Technology and Supply Chain Investment Conference, you can’t help but be impressed with their ability to execute their business plans. At the end of August all but one posted very strong stock price gains for this period. Even more impressively all but one of these delivered a stock gain of more than one hundred percent, with one of the companies actually returning in excess of 1,000 percent during this period. Over the last three years the average company here has easily more than doubled in value. They have delivered returns on the back of growth other tech stocks can only dream about and stock performance that was better than pretty much every sector in the market. Of course, as is usually the case in business, it’s not what you’ve done, but what you’ve done lately and what you’re going to do that matters to most people. So, in this issue, as in past DisplayTrends issues, we will be focusing on how to keep building on the display industry’s success. But, for just a brief moment, I think it’s worthwhile to note and celebrate the progress made by our members. Well done!
Michael Ciesinski |
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