The Gulf Widens

Calendar 2011 sales for {complink 379|Apple Inc.} are forecast to jump 57 percent from 2010 (based on a optimistic analysts' consensus estimate for $37.9 billion in the December quarter). By contrast, the entire consumer electronics market where the company generates a huge portion of its revenue is forecast to grow 1.5 percent in 2011, according…

Euro Holiday Spending: Ho-Ho-Ho or Ho-Hum?

It's getting to that time of the year when consumers dash around shopping centers and online outlets, pull out the credit cards, and buy up nifty gadgets for loved ones on their holiday-gift list. For electronics companies, the next four to six weeks brings with it some nail-biting anticipation. This year, like the recent few,…

Is This Really a New Dell?

“This is a new Dell,” said Michael Dell, chairman and CEO of the PC and consumer electronics company that bears his name, during a conference call Tuesday to discuss the latest quarterly results. I wasn't very convinced and I am not sure investors bought Dell's self-proclaimed verdict either. Certainly, Dell should have chosen a better…

Thai Floods Recede, But Damage Remains

Massive flooding in Thailand finally appears to be relenting. But the long-term effects are only now beginning to be understood. Particularly in the semiconductor space, manufacturing delays could turn out to be worse than those from the spring earthquake and tsunami in Japan. Several predictions this week suggested there will be widespread delays in shipments…

Prepare for the Tablet Invasion

The consumer market is currently driving surging demand for tablet PCs, but the situation is about to change as enterprises, including manufacturers and services providers, increasingly adopt the device. As tablets go mainstream in schools and businesses, an intense fight for market share is brewing, and I expect many of the current suppliers will lose…

Six Takeaways From Intel’s Q3 Results

After reviewing the latest quarterly results from industry bellwether {complink 2657|Intel Corp.} and poring through comments by executives of the company during their conference call with analysts, I pulled out additional takeaways that I believe provide a clear picture of current market conditions and which will drive future purchases by enterprises and consumers. Let me…

Intel Beats Q3 Forecast, Shares Soar

{complink 2657|Intel Corp.} on Tuesday announced stronger than expected third quarter results with sales and profits exceeding analysts' consensus estimates on record sales of microprocessors. The company's solid financial performance helped to, at least temporarily, dispel fears in the electronics industry that tablet PCs and smartphones were rapidly encroaching into and eroding sales of notebook…

Remembering Steve Jobs’s Apple II

In the last few days, many articles have been written about Steve Jobs's contributions to the electronics world. They tend to focus on recent product introductions from {complink 379|Apple Inc.} including, the iPod, iTunes, the iPhone, and the iPad. Those are sensational products; but, in my opinion the authors' memories are too short. The articles…