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Old 07-11-2008, 04:03 AM   #1
Alexander Turcic
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PVI: E Ink panel sales up, but cautious outlook

PVI's sales of E Ink panels in June have at least partially recovered from the previous month's low. However, compared to one year ago, total sales is still down by a worrisome 33 percent, according to Digitimes. And although the third quater is usually high season, PVI remains cautious about the overall small- to medium-size panel market.

Color me skeptic, but considering that PVI is still the major (only?) provider of E Ink displays, the declining numbers in panel sales do not seem to agree with the projected numbers of e-book devices sold, as provided by various upbeat analysts.

Your opinion on this one?
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