What am I missing here? From the above:
"TV screens panel prices will fall this year bt between two and five per cent, with 21-28 inch sizes the so-called sweet spot, iSuppli expects."
Ooooh, 2-5%!
"The Economist had a recent article, the month of which I don't remember, that was on flat panels and they noted an expected drop in LCD pricing by as much as 40% in the coming year."
This, I really doubt. I don't have a handy forecast on LCD, but plasma is slated to fall 20-25% this year. In fact, you can actually already see this in marketplace.
Plasmas, btw, are much cheaper to make in big sizes; it's currently a multiple or more to make a big LCD. Even at 30" or so, it's current cheaper to make a PDP than a TFT, but that will change over the next year or so. For bigger sizes, it's going to take much longer.
I don't have the economist, but the article ran December 18, 2003 (not free on the web). So if anyone can excerpt it, cool.
Mark