[jyl]

LCD panels were unusually expensive in 2003 and early 2004 as there was a considerable shortage of components and finished panels. The LCD panel industry is now headed to an overcapacity situation. The panel makers are opening new fabs as fast as they can, the component suppliers have increased production, and the main remaining bottleneck, glass supply, will be resolved in 2005 as Corning and Asahi Glass increase yields and open new lines. Prices of LCD panels and associated products (LCD-TVs, LCD-monitors, even notebooks) should drop significantly as a result. As confirmation, check out the stock price of AUO (a leading panel maker) and other LCD-related companies. I'd wait.