How Global Are Global Companies?

A few weeks ago it was reported that {complink 9284|Lenovo Group Ltd.} has displaced {complink 1544|Dell Inc.} as the No. 2 worldwide PC manufacturer, and is closing in on top-ranked {complink 2376|Hewlett-Packard Co.}. Lenovo's PC unit shipments grew by 14.5 percent in the third quarter of 2011, compared to HP's 5.9 percent growth rate and…

Intel Tightens Grip on Semi Market

Stop writing off {complink 2657|Intel Corp.} either as an investment or a dominant force in the semiconductor market. The company hasn't cracked rival {complink 444|ARM Ltd.}'s domination of the mobile communications IC market, but without a doubt the Santa Clara, Calif.-based company is still king of the semiconductor market. Someday, a faster-growing semiconductor company might…

Tablets & a World in Transition

More and more the debate over tablets versus the PC (really, the laptop) is turning on use. Are mobile computers consumption devices or creative tools, primarily? The answer — we don't really know yet — will have huge implications for electronics suppliers. If the tablet replaces the PC, that means an entirely different kind of…

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…