Tag Archives: Capacity

Electronic Component Suppliers for the iPad but OEMs too

A Wall Street journal article (March 4, 2011) describes an interesting global supply chain issue for electronic component suppliers like Toshiba, Samsung and LG Display (they supply memory chips or screens). These companies supply components used by Apple for their … Continue reading

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Why is the iPad the cheapest of the comparable tablets ?

A Wall Street Journal article (March 2, 2011) reports on a note by an analyst, Toni Sacconaghi, at Bernstein Research, on why the Apple iPad is the cheapest of the tablet products offered.  The article claims reasons for this cost … Continue reading

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Overlapping programs and agencies in the US government and streamlining potential

A Wall Street Journal article (March 1, 2011) describes a new GAO (General Accounting office) report on overlapping  programs and their responsibilities across US govt agencies. The report lists 80 programs to help disadvantaged people with transport, 80 programs to … Continue reading

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New retail outlets for book publishers – apparel, hardware stores

A New York Times article (February 28, 2011) describes book publishers use of apparel retailers (Marc Jacobs, Kitson, Urban Outfitters), hardware stores (Lowe’s Pro Bass Shops) as outlets for book sales.  The decline of Borders, and the increased focus on … Continue reading

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Kidney Transplants – is matching available lifespans of kidney and patient appropriate ?

A New York Times article (February 25, 2011) describes a new proposal for allocation of transplanted kidneys – match the lifespan of the recipient and the kidney. The article describes the fact that in the current system an 18 year … Continue reading

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Emissions Rules Relaxation and Industry Impact

A New York Times article (February 23, 2011) describes the current EPA emissions rules – rolling back requirements for industrial boilers, incinerators etc.  The impact is to permit many plants, municipalities, universities etc to reduce their costs of compliance – … Continue reading

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Fewer car dealers, higher dealer sales, how about the customer

A Wall Street Journal article (February 23, 2011) describes growth in demand at car dealerships – the result of the auto recovery but also the elimination of about 20 % of the dealers the last few years and elimination of … Continue reading

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New Flu vaccine manufacturing process and impact

A New York Times article (February 20, 2011) reports on a faster manufacturing process for flu vaccines – using animal cells vs using chicken eggs. The new manufacturing process is reported to be faster by six weeks and with lower … Continue reading

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Rare Earths Supply Challenges

A New York Times article (February 19,2011, B5) summarizes a report published by the American Physical Society (http://aps.org/policy/reports/popa-reports/loader.cfm?csModule=security/getfile&PageID=236337) on energy critical materials mainly rare earths (tellurium, gallium. indium, germanium, lithium). They highlight a few issues (a) these rare earths are … Continue reading

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Operational Hedging vs Currency Hedging

An article in the Wall Street Journal (February 19, 2011) describes the move towards operational hedging – by shifting production across a global network of plants rather than pay for currency hedging. The article lists Nissan, Autoliv (seatbelt and airbag … Continue reading

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