Reasons to Believe

Participants in the electronics industry — be they buyers, manufacturers, journalists, or avid readers — view forecasts with skepticism. That's well deserved. The industry's has been burned more than once by overly optimistic predictions. Today, another upbeat report has been released: Let's look at that report along with some hard data. the PwC US Manufacturing…

Book-to-Bill Ratio Rises in N. America

SAN JOSE, Calif. — North America-based manufacturers of semiconductor equipment posted $1.53 billion in orders in December 2010 (three-month average basis) and a book-to-bill ratio of 0.90, according to the December 2010 Book-to-Bill Report published today by SEMI. A book-to-bill of 0.90 means that $90 worth of orders were received for every $100 of product…

Supply Chain Guru at Apple’s Helm

While everyone has been wondering about the fate of {complink 379|Apple Inc.} and how it will continue its fast-paced growth, given the recent double-shot headline news about its CEO and its December-quarter results, I’ve got to say I’m feeling congratulatory — and even a bit smug. (See: Apple’s Jobs to take Medical Leave of Absence…

Want a Pay Raise? Then Prepare to Move

The best way to get a pay increase this year, according to an annual tech-salary survey, is to move to a different company or to Silicon Valley. Career site Dice.com, which specializes in technology and engineering professionals, reports tech workers, on average, garnered salary increases of 0.7 percent in 2010, to $79,384 from $78,845 in…

Bulls & Bears on Apple

Many analysts are beginning to ponder the once unthinkable: What will {complink 379|Apple Inc.} look like without the guiding hand of CEO Steve Jobs at the helm? The question had been asked before, but it gained additional urgency following news Jobs would be taking a leave of absence from the company to focus on his…

WiFi Safety Issue Sparks Controversy

Is WiFi technology potentially harmful to your health and the environment? It's a question as old as the technology itself but one nobody seems to be able to answer definitively. On each side of the aisle, though, there's enough evidence to support a “yes” or “no” answer. It's time the industry demystify this issue. Although…

Eight Takeaways from Intel’s Q4 Results

{complink 2657|Intel Corp.} exceeded analysts' average revenue and profit estimates in the fourth quarter. Its forecasts for the first quarter of 2011 and the entire year pleasantly surprised many industry observers, but the company still faces huge challenges outside its core PC and server markets. Here are eight factors that affected Intel in 2010 and…

It’s Dumb to Bet Against Intel

It's difficult not to get smitten by a company that consistently delivers results that are this good. But even those who may have an axe to grind with {complink 2657|Intel Corp.} must acknowledge the company knows how to win in its core market. Whether Intel can extend its winning strategy to new and emerging markets…

Trust but Verify

I talked to a woman on a plane a few weeks ago; not unusual. She talked about how ineffective many of the HR training programs are in improving performance; again nothing unusual. Her post-doctorate work in this area revealed that people operate with self-imposed constraints limiting their performance and potential; very unusual. These constraints can…