Archive for the ‘Economics’ Category
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 ...
Posted in Authors, David Barnes, Economics | No Comments »
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, ...
Posted in Applications, Authors, David Barnes, Economics, Retail, Suppliers, TVs, Technology | No Comments »
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 ...
Posted in David Barnes, Economics, TVs | 2 Comments »
Wednesday, May 16th, 2007
By David Barnes, Vice President of Strategic Analysis
Panel makers have been struggling to differentiate their products for years. Leading TFT LCD producers have been able to make larger displays than new entrants have, but that is about the extent of product differentiation. Variations such as MVA or IPS have not ...
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Wednesday, April 25th, 2007
By David Barnes, VP of Strategic Analysis
Several equity analysts made the headlines recently when they revised their expectations for LG.Philips LCD (LPL) stock upwards ahead of Q1’07 results. The analysts based their “buy” recommendations on two perceptions. They thought the market had already punished the stock for losses in 2006, ...
Posted in David Barnes, Economics | 2 Comments »
