Mr. David Barnes
Principal, BizWitz LLC
Member of the Technology Council
Council Member Biography
David Barnes is a principal with BizWitz LLC. Mr. Barnes led operational valuation for Philips during the formation of LG.Philips LCD (LPL) and provided expert advice to Philips Board of Management and to the JV management team for more than five years after founding. He developed the activity-based accounting system and authored the capital plans for five fabs totaling more than ten billion dollars. He then wrote key sections of the IPO prospectus, developed the valuation strategy and the go-to-market plan. After taking the JV public, Mr. Barnes became VP Strategic Analysis at DisplaySearch, where he advised clients on restructuring, funding and operating strategy. During that time, he intermediated successfully with the European Commission on behalf of clients. With BizWitz, he continues development of dynamic market models and strategic responses for companies up and down the flat-display industrial chain. (This is me - Update Profile)
Employment History
- 2009 - Unspecified
- Principal, BizWitz LLC
- 2005 - Unspecified
- VP Strategic Analysis, DISPLAYSEARCH
- 1998 - 2005
- Advisor, LG.Philips LCD
GLG NewsSM Analyses by David Barnes(?)
Opinions and analyses expressed in GLG News are solely those of the author. See the Terms of Use for details.
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Taiwan Panel Maker Stays Home, for Now
October 9, 2009
CMO will ramp 8.5G production in Taiwan | www.digitimes.com
CMO will obey government restrictions after suspicions that it planned AMLCD fab ventures in China. AMLCD demand is rebounding from a trough in Q1’09 and CMO was able to secure funding that should sustain it over the mid term despite ending Q2’09 with 113% net debt. Larger sums are more difficult to obtain and CMO can only afford to complete fab build-out it suspended in 2008. Asahi Glass may take some share from Corning because it is the main supplier of seventh-generation glass to CMO and it is the second-source of eighth-generation glass to Samsung Electronics.
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October 9, 2009
E-reader sales soaring but Apple captures the buzz | www.totaltele.com
How much demand exists for a monochrome, read-only product?How different is a thin notebook from what readers and students really want?A well-conceived, net-connected device with color display and annotation capability may take the market by storm.
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Trident Deal: a Three-way Win?
October 8, 2009
Consolidation Continues… and a New Leader in TV SoCs | www.displaysearchblog.com
The deal between NXP Semiconductor (private equity) and Trident Semiconductor could be win-win if Samsung Electronics also wins more high-end TV share.
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Prime View International Makes Its Move after 17 Years
October 5, 2009
Prime View secures flat panel supply from CMO | www.taipeitimes.com
Chi Mei Optoelectronics (CMO) will cooperate with Prime View Technology (PVI, TPE:8069) to make E Ink displays using fifth-generation TFT capacity. CMO gets a way to enter the market for eBook displays and PVI gets more capacity for conventional, Kindle-like displays on glass.
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Delaying the Inevitable: Taiwan Technology Transfer
October 2, 2009
Taiwan to let chip, LCD makers invest in China | www.reuters.com
* Diminishing returns to scale put Taiwan’s high-tech industry into the endgame * PCs are getting cheaper like appliances and appliances are getting complex like PCs
Leading institutions connect with David Barnes through GLG
GLG Study Groups with David Barnes(?)
| Study Group Name | No. Members |
|---|---|
| TMT Council Members in Member Programs | 16437 |
| Technology Council Members in Member Programs | 8640 |
| Experts in the Leisure & Lodging Council | 4887 |
| Experts in the Automotive Council | 3422 |
| Experts that are Knowledgeable about LCD's | 686 |
GLG Live Meetings with David Barnes(?)
David Barnes has not participated in any GLG Live Meetings.