| Bboid said: If you think about it in a strategic manner, having the venture split between 2 asian electronics powerhouses (japan and korea) it provides a nice outlet to avoid potential currency fluctuations in a single market. It is likely (even if samsung raises their prices as well) that they would only see a rapid rise in profits. This is good news because it means R&D and production of the panels for both Sony and Samsung will continue (leading to the chance for production costs to drop). There is even a good out for Sony, should they decide to cut their own throat and sell off their share in the venture (if this happens I will stop watching TV's for the rest of my life *empty promise*). The partnership will continue to grow, albeit slower than expected, and continue to gain value. So I think Sony's LCD division is still in a good place even considering currency issues and falling demand as noted in their forecast adjustments.
BTW, still trying to find clear details on partnership. Might not be readily avalable to just anyone though. Based on their long standing relationship, which only seems to be strengthening, Samsung may go out on a limb and meet halfway(price increase as well but less than sony's). Aside from LG and Samsung, the HDTV market seems to be heading into rough seas.
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It does make sense regarding the TV market, and it could be that way. However, it's quite likely the information wouldn't be public if it's the case. We'll just have to wait and see, it will be interesting.
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