Archive for the ‘David Barnes’ Category
Tuesday, July 15th, 2008
By David Barnes, Vice President, Strategic Analysis
Those of you who know me know that I do not suffer fools gladly and that I often play the role of Dr. Doom. Those of you who know Norse mythology also know that doom is not a bad thing, necessarily. In old English, ...
Posted in Authors, David Barnes, Economics, Suppliers | No Comments »
Monday, June 9th, 2008
By David Barnes, Vice President, Strategic Analysis
Natural disasters, a credit crisis and commercial cycles are sending confusing signals as we approach a peak in the crystal cycle. Fasten your seatbelts; it looks like 2008 will be a rough ride.
As the year began, TFT LCD suppliers predicted tight supply. They looked ...
Posted in David Barnes, Economics, Notebook PCs, TVs | 1 Comment »
Wednesday, May 14th, 2008
by David Barnes, Vice President, Strategic Analysis
One of the equity analysts I asked to speak at the upcoming TV Supply Chain Conference was unable to attend, but he was able to pass along a report his team issued on the “Flat Panel TV Wars.” In this report, Yuji Fujimori of ...
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Friday, May 2nd, 2008
by David Barnes, Vice President, Strategic Analysis
Several news stories and our own survey of Q1’08 panel shipment results suggest a new trend in the LCD TV supply chain.
Wistron (TPE 3231, sales of $8,842 million in 2007) intends to acquire inventory, equipment, intellectual property and personnel associated with PC monitor assembly from ...
Posted in Authors, David Barnes, Desktop Monitors, Economics, Suppliers, Technology | No Comments »
Thursday, April 17th, 2008
by David Barnes, Vice President, Strategic Analysis
If I read the numbers correctly, TV makers plan to sell 29% more 32” and 37” LCD TV sets this year than last year. Sounds good, but what about notebook PC and LCD monitor makers’ plans to sell 11% more units? Don’t PC and ...
Posted in Authors, David Barnes, Economics, TVs | No Comments »
