Tag Archives: disruption

Amazon’s fashion plans

An article in the New York Times (May 8,2012) describes Amazon.com’s plans to sell more fashion product, with the logic that shipping costs are independent of item price and thus fashion goods offer greater margin. Amazon does not plan to … Continue reading

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Did Apple’s agency model for ebooks enable collusion ?

An article in the New York Times (April 12, 2012) describes a Justice department lawsuit accusing Apple and five publishers of e-books price fixing. Given declining e-book prices, five large publishers agreed to an “agency model” of pricing whereby Apple … Continue reading

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The risk in Apple’s IP protection and litigation strategy

An article in Bloombergbusinessweek (April 2, 2012) describes Apple’s jihad against Google, Samsung, Motorola and their Andrioid powered hardware devices. But each specific IP case dredges up prior art – work by other several years ahead of Apple, thus casuing … Continue reading

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Using the US Strategic Petroleum reserves

An article in the Economist (March 24, 2012) discusses a plan to use the US Strategic Petroluem Reserves to dampen US oil prices. The reserve was set up to provide an inventory buffer against emergencies and has been used after … Continue reading

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The forest food chain and noise pollution

An article in the New York Times (March 26, 2012) describes the impact of noise pollution on the forest food chain consisting of pinyon pine trees and their pinyon nuts, scrub jays, mice and hummingbirds. Noise pollution seems to drive … Continue reading

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Multiple suppliers for the new iPad’s components

An article in the Wall Street Journal (March 16,2012) describes a teardown of the new iPad – and shows multiple suppliers for memory chips and the high resolution display. Chips are provided by Qualcomm, Broadcom and Elpida, for example. Will … Continue reading

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Sharp’s delivery delays and Samsung’s competitiveness with Apple

An article in the Wall Street Journal (March 14, 2012) describes delivery delays for Sharp’s LCD screens for the new iPad.  The new screens were planned to be higher resolution with lower energy consumption. This makes Apple depend on Samsung … Continue reading

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Elpida bankruptcy and supply chain competitiveness

An article in the New York Times (Feb 29, 2012) describes the bankruptcy of Elpida, a Japanese DRAM chip manufacturer. Falling PC volumes, competition from South Korean manufacturers have caused prices to drop 85%. With the Japanese govt reluctant to … Continue reading

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$ 8 billion in fines but still suppliers

An article in USA Today (March 7, 2012) describes the $ 8 billion in fines paid by pharmaceutical companies accused of defrauding Medicare and Medicaid, but with no impact on their supplier status – thanks to them being sole suppliers … Continue reading

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Climate change risks and disclosure rules

An article in the New York Times (Feb 1, 2012) describes a requirement by California to require insurance companies to report on their plans to mitigate the impact of climate change. The data shows that by June 2011, the insurance claims … Continue reading

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