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   Technology StocksCorning Incorporated (GLW)

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From: David C. Burns5/12/2010 11:19:18 PM
   of 2260
Metamaterials are man-made substances designed to do some very weird things that natural materials don't. The path of a beam of light through a natural material like glass is predictable, but scientists from the California Institute of Technology have engineered an optical material that bends light in the wrong direction. This new negative-index metamaterial (NIM) could have several valuable uses including invisibility cloaking, superlensing (imaging nano-scale objects using visible light), and improved light collection in solar cells.

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From: Sam5/20/2010 12:59:43 AM
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Corning upholds 2Q10 forecast
Press release, May 19; Yvonne Yu, DIGITIMES [Wednesday 19 May 2010]

Corning president and COO Peter F. Volanakis has indicated that Corning's businesses, including its equity ventures, are on track with its forecast for the second quarter of 2010.

Corning's display businesses, both its wholly owned business and Samsung Corning Precision Glass, are expected to see a mid-single-digit sequential growth for the second quarter. Prices are expected to be down slightly sequentially.

Corning's forecast for the second quarter also includes 10-15% sequential growth for its telecommunications segments amid strong seasonal demand for both fiber and cable in North America and Europe driven by very strong pull from new private network builds, as well as from the start of a fiber-to-the-home ramp in Canada, and 15-25% sequential growth for specialty materials segment, primarily driven by the Gorilla glass.

Industry data indicates that retail demand for LCD TVs, notebooks, and monitors remains robust. April LCD TV shipments increased 13% in the US market on year. Shipments in Europe and Japan increased 22% and 44%, respectively, for the month. "These growth rates continue to run ahead of our internal forecasts," Volanakis said. The retail data is the result of reports from research firms such as NPD, GFK and CMM, as well as the company's internal analysis.

In China, LCD TV demand appears to remain strong as well. "We do not yet have April retail data for China, but there are no indications that consumers' appetite has abated," Volanakis said. "Incentive programs continue and retail prices are very attractive. As a result, we still see 37 million LCD TV unit sales in China this year."

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From: John Hayman8/1/2010 2:51:20 PM
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1962 glass could be Corning's next bonanza seller
Sturdy Corning glass from 1962 could be a multibillion winner in frameless TV market

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To: John Hayman who wrote (2203)8/2/2010 10:11:54 PM
From: glenn snyder
   of 2260
He estimates that a sheet of Gorilla would add $30 to $60 to the cost of a set.

On a $2000-3000 TV I don't think that will be that big of a deal.

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From: David C. Burns9/7/2010 12:14:53 PM
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Corning's Specialty Glass Combined with Oerlikon Solar's Micromorph(R) Technology Delivers Silicon-Tandem Solar Cell with 11.9 Percent Efficiency

CORNING, N.Y., September 7, 2010 — Corning Incorporated (NYSE: GLW) and Oerlikon Solar (SIX: OERL) announced today that they have achieved a record-breaking 11.9 percent stabilized conversion efficiency in a silicon-tandem, research-size photovoltaic cell. Results were confirmed by the United States National Renewable Energy Laboratory (NREL).

Based on the unique combination of Oerlikon Solar’s world leading Micromorph® technology and Corning’s thin specialty glass, the resulting solar cell’s energy conversion efficiency exceeds the current 11.7 percent industry record, set in 2004, and was achieved without the use of antireflective coating.

Increasing conversion efficiency, or the rate at which sunlight energy is converted into electric current, is a key industry challenge. This milestone for Micromorph® tandem technology is particularly significant in the advancement of thin-film photovoltaics, a rapidly progressing segment of the fast-growing solar energy industry.

The newly developed photovoltaics research cell combines the advanced light-trapping capabilities of Corning’s specialty glass and Oerlikon Solar’s proprietary Micromorph® technology, utilizing a zinc oxide low-pressure chemical vapor deposition (LPCVD) front contact.

“The 11.9 percent efficiency achievement is an important step forward in thin-film innovation for our customers,” said Dr. Jurg Henz, chief executive officer, Oerlikon Solar. “We look forward to continued work with Corning on a roadmap to advance this technology to cell efficiencies of 12 percent and beyond.”

“We are thrilled with the milestone reached through this very strong collaboration between Oerlikon Solar and Corning,” noted Dr. Gary Calabrese, vice-president, Science and Technology and director, Corning Photovoltaic Glass Technologies. “More importantly, we are strongly encouraged by the great opportunities that these advancements make possible for the photovoltaics industry as the combined efforts of these two companies move forward to achieve even higher efficiencies with silicon tandem.”

More information and research details will be presented by Dr. Julien Bailat of Oerlikon Solar at the 25th Annual European Photovoltaics Solar Energy Conference (PVSEC) and the 5th World Conference on Photovoltaic Energy Conversion (WPEC-5) in Valencia Spain on Sept. 7. A presentation on the topic of photovoltaics glass reliability will also be presented by Dr. James Webb of Corning Incorporated at the same conference on Sept. 8.

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From: i-node1/11/2011 10:41:37 AM
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Corning is making its Consumer Electronics Show (CES) debut this year. And though it's a newcomer, it's one of the most talked about and prevalent companies at the convention.

This year, the CES is focused largely on touch-screen tablets and smart phones, and Corning makes the material—called Gorilla Glass—that encases nearly all these devices.

Gorilla Glass is used in 150 different products on the market today—phones, tablets and laptop screens. Over 200 million devices with Gorilla Glass have sold and after just three years on the market it has 20 percent of the phone market.

Corning doesn't talk about who its customers are, but Apple [AAPL 342.52 0.065 (+0.02%) ] is clearly one of its largest—it uses the glass for its iPhone and iPad. What makes it so useful for touch screens? It's twice as strong and half as thick as competitors' glass. Corning's been demonstrating the durability to CES attendees by encouraging them to scratch it with a key or break it with a metal barit hardly smudges.

In an interview CEO Wendell Weeks tells CNBC that Gorilla Glass is the most exciting growth opportunity in Corning's 150-year history. Last year the product had a $400 million run rate, it's profitable and its growth rate has been doubling annually for the past couple years.

But now, Gorilla Glass is poised to grow even faster. Corning says the market for this type of glass—called cover glass—should quadruple this year.

Gartner projects tablet sales will triple to 60 million in 2011 and smartphones—with Gorilla Glass touch screens—are expected to continue to explode. And now, Gorilla Glass is moving into a new market, which requires bigger pieces of its glass. Here at CES Sony announced that it is featuring Gorilla Glass in its new Bravia TVs.

Corning is making a big effort to establish itself as a key part of consumer devices. In addition to a big booth at CES, where Corning is doing demos and taking meetings with a range of potential new partners, the company is launching a print and online ad campaign for the Gorilla Glass brand.

Weeks says the potential for Gorilla Glass is endless. The company is now molding the glass into shapes, so it could be used in cars. Since the glass so much lighter than traditional glass that lends itself to battery-powered "green" vehicles.

And the company is already experimenting with putting the glass on refrigerators and using it as an architectural material. And now Corning is working on the second generation of the glass, which is even stronger and more flexible, which should open the door to more potential products.

Corning made a name for itself as a brand for cookware products—products it no longer makes—but now it's well on its way to building another kind of consumer brand recognition for Corning yet again.

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From: David C. Burns1/24/2011 8:13:03 AM
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Fiber optic market coming back to life? Message 27113809

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From: JakeStraw2/10/2011 9:16:38 AM
1 Recommendation   of 2260
Corning: Best Bet on Tablet Revolution?

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To: JakeStraw who wrote (2208)2/10/2011 2:37:35 PM
From: Jim Greif
   of 2260
Thanks for that link. It looks as thought Corning should be well positioned.



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To: JakeStraw who wrote (2208)2/10/2011 4:45:12 PM
From: i-node
   of 2260
>> Corning: Best Bet on Tablet Revolution?

I have been selling calls against my shares for some time now; for the first time, I had to buy some back last month. That has to be a good sign.

I may have to re-think that strategy -- if I can get through the next expiration with the stock staying under 23...

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