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…

Anticipating China’s Finest Hour

Chinese President Hu Jintao presides over a country still shrouded in mystery as far as the outside world is concerned. Poverty resides side-by-side with extreme wealth, the downtrodden with extremely powerful party bosses, and multinational businesses with mom-and-pop vendors, artisans, and factory laborers. You can find enough to both celebrate and mourn in China. The…

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…

Celebrating Jack Robertson, a Reporter and a Gentleman

Jack Robertson, a pioneering journalists who covered the evolution of the high-tech manufacturing industry for decades, has died. I could tell stories of Jack's exploits, but my colleague, Mark LaPedus, semiconductor editor at EE Times, has done a fine job chronicling the ace journalist's exploits, complete with comments from numerous ex-colleagues. Mark's report is available…

Richest Tech Firms & the Challenge of Managing Huge Cash Hoards

Cash and short-term securities at four of the world's biggest high-tech companies have surged sharply over the last year, boosting their combined market valuation and offering them ammunition for strategic acquisitions, R&D, and product development programs. {complink 379|Apple Inc.}, {complink 1131|Cisco Systems Inc.}, {complink 2294|Google}, and {complink 3426|Microsoft Corp.} together had approximately $149.1 billion in…