Tag Archives: competition

The Impact of concentration in the Global Electronics Supply Chain

An article in the Economist (Oct 8, 2011) describes how concentration of manufacturing by Taiwanese firms has enabled price decreases and feature increases faster than chip prices. At HTC, new product development time has dropped by six months compared to two … Continue reading

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Toyota retools in Japan, plans for a weaker yen

A Wall Street Journal article (Oct 7, 2011) describes efforts by Toyota to retool, reduce production batch size and plan to be competitive when the yen gets weaker. This strategy is counter to efforts by other automakers to move production … Continue reading

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Blocking generics by adding a second score

A Wall Street Journal article (Oct 6, 2011) describes a decision by the firm Warner Chilcott, which sells tables for its drug Doryx, which was scheduled to go off patent, to add a second score on the tablet so it … Continue reading

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How should retailers deal with the new “frugal consumer”

A Wall Street Journal article (Oct 4, 2011) describes the emergence of the frugal consumer who buys what they need, focus on promotion purchases, avoid premium products, clip coupons and combine shopping trips to save on gas.  The impact of … Continue reading

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Sprint guarantees Apple it will take 30 million iPhones ?

A Wall Street Journal article (Oct 4, 2011) describes a guarantee by Sprint that it will buy at least 30.5 million iPhones in return for the opportunity to offer those phones on its network.  Such volumes in turn enable Apple … Continue reading

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The US Navy’s concern about sole suppliers for defense

An article in Bloombergbusinessweek (Sept 5, 2011) describes the worry in the Navy that their sole sourced contract for the Aegis Combat System with Lockheed Martin may not have delivered the best deal. Past contracts to Lockheed have been under … Continue reading

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Small tractors at John Deere and potential global growth

A Bllombergbusinessweek article (Sept 26, 2011) describes plans by John Deere to build small tractors that are more suitable to the 3 acre farms that are typical in India. Given the anticipated large growth in agricultural land that will demand … Continue reading

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How did Amazon manage to price the Kindle Fire for $ 199 ?

An article in Bloombergbusinessweek (Oct 3, 2011 edition) suggests that Amazon’s new Fire tablet’s amazing $ 199 price point may be related to its smaller screen but also subsidy from potential margins from sale of toys, diapers and electronics. The … Continue reading

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The logic of producing cellphones in Tierra del Fuego

An article in the Economist (Sept 24, 2011) describes the decision by Brightpoint, an Indianapolis manufacturer, to spend 15 times labor cost in Asia to set up a manufacturing plant for Blackberrys in Tierra del Fuego at the tip of … Continue reading

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Amazon Fire tablet pricing and capabilities and associated competitiveness

An article in the Wall Street Journal (Sept 28, 2011) described the $ 199 pricing for the Amazon Fire – a color tablet that works using wi-fi, has a smaller screen (7 in) than the iPad, has free access to … Continue reading

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