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November 27, 2007
Corning: Reiterates Guidance, and LCD Glass Market "Tight"
Worth reading presentation from Corning's CEO at an investor conference today. Highlights include:
- No turn in the telecom business
- Reiterating sales/earnings guidance
- Tight market for glass
- LCD panel makers are running flat out with shrinking inventories
- No credit concerns showing up in supply chain
More here.
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