So that's it. The Consumer Electronics Show ended Thursday in Las Vegas. Not much happens Thursday; it's the day for exhibitors to cruise each other's exhibits. Meanwhile, the analysts have all largely left town and have been frantically writing up their thoughts on the show. Here's a roundup of some of their CES-related stock calls.
* Where's The Beef: Citigroup's Jim Suva wrote that there was "a noticeable lack of buzz for hot new products." He points out that attendance was flat versus last year at 142,000, and down 7% from CES 2006. Suva lists five themes from the show: There was a new focus on design in the LCD sector; thin is in. Gaming was a bigger presence. Blu-Ray dominating HD-DVD. Mobile Internet. Digital Home.
* LCDs Everywhere: Jefferies & Co.'s Brian White writes that he left CES confident that LCD will remain the dominant TV technology for at least the next few years. He thinks that is good news for LCD glass maker Corning (GLW). At the same time, one of the few must-see products at the show were the OLED displays from Sony (SNE) and Samsung. White writes that Corning is well-positioned in OLED as well, supplying both the glass and proprietary sealing technology and potentially silicon on glass.
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