Consolidation in the Display Business

The New York Times today reports (free reg. req’d) two separate deals: Fujitsu is selling its LCD display manufacturing to LCD leader Sharp, and Matushita (known in the US as "Panasonic") is hooking up with Hitachi to jointly manufacture plasma displays.  Bottom line here: prices are dropping too fast to go it alone if you aren’t dominating the field.

-avi

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