Archive for the ‘David Barnes’ Category

Circuit City Real Estate

Tuesday, April 15th, 2008

by David Barnes, Vice President, Strategic Analysis If I read the news correctly, commercial real estate and the regional “thrifts” that provide most of the loans for the empty office buildings and retail blocks I notice driving around Austin may be the next shoe to drop. According to its fiscal 2007 ...

The Next Real Estate Crisis

Friday, April 4th, 2008

by David Barnes, Vice President, Strategic Analysis OK, I know you were expecting me to blog on “Helicopter Ben Plays Whack-A-Thon.” I almost did. Lucky for you, I discovered a more interesting topic with an equally catchy title. At our US FPD Conference, I was impressed by a keynote from Dr. Chung ...

It’s Not the Economy, It’s the Crystal Cycle

Wednesday, December 12th, 2007

By David Barnes, VP, Strategic Analysis Clients of DisplaySearch, particularly those in Asia, have been asking us about the so-called sub-prime mortgage crisis and what it means for the flat panel industry. While I am flattered to be chosen as the company’s speaker on this subject, I wonder how to do ...

May You Live in Interesting Times

Tuesday, December 4th, 2007

By David Barnes, VP, Strategic Analysis Raise your hand if you remember the TV program “Connections” by James Burke, first aired by the BBC in 1979 and by PBS in the USA subsequently through 1997. Like Mr. Burke, I find my mind connects data points from many sources. Unfortunately, unlike him, ...

A US Recession Will Not Slow the FPD Progression

Wednesday, September 5th, 2007

By David Barnes, Vice President of Strategic Analysis The day after Labor Day, the three-day weekend marking the end of summer in the USA, the Standard & Poor’s 500 Index closed up 1.1% and the NASDAQ Composite Index closed up 1.3% on its steepest four-day rally in four years. Apparently, investors ...