Foxconn Rides the Wave of Apple

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Thomas Dinges, Foxconn Rides Partnership with Apple to Take 50 Percent of
EMS Market in 2011. iSuppli, July 27, 2010.
http://www.isuppli.com/Teardowns-Manufacturing-and-Pricing/News/Pages/Foxconn-Rides-Partnership-with-Apple-to-Take-50-Percent-of-EMS-Market-in-2011.aspx


-----------------------Separately
(1) Ian King, Are Nvidia's Chips Going Stale? The stock is off 44 percent
after product delays and misfires. Bloomberg BusinessWeek, July 22, 2010.
http://www.businessweek.com/magazine/content/10_31/b4189038912848.htm

(2) Peter Burrows, They Still Believe in Steve; The market and consumers
shrug off the iPhone 4's antenna problems as Apple rolls to record profits.
Bloomberg BusinessWeek, July 21, 2010 (title in the print).
http://www.businessweek.com/magazine/content/10_31/b4189034703517.htm

Quote:

"Jobs says a primary reason for Apple's success is that it doesn't
specialize in software like Microsoft or Google, or hardware like HP or
Samsung. It does both, enabling it to make minute trade-offs to improve
products—say, to get a bit more battery life.

"Apple's partners tend to do what they can to keep Cupertino happy: No other
tech company can give a supplier or manufacturer the same combination of
volume and growth. This gives Apple huge leverage. Mike Fawkes, a venture
capitalist who used to be HP's global supply-chain head, says Taiwanese
contract manufacturer Hon Hai Precision Industry most likely accepts minimal
margins on the millions of iPhones and iPads it makes, yet gladly takes
Apple's business for the volume and the cachet such an account brings.

"Then there's customer service. Most companies outsource the cost of hand-
holding as much as possible. Apple invests in it
(3) Arik Hesseldahl, The Home Phone's Last Gasp; The Web-Based Ooma Telo Is
Helping Slow the Exodus to Wireless by letting Users Make Calls Over the Web
with Their Old Phone—and Phone Number. Bloomberg BusinessWeek, July 22,
2010 (title in the print).
http://www.businessweek.com/magazine/content/10_31/b4189072890828.htm?chan=magazine+channel_etc.
("After peaking at about 141 million in 2000, the number of U.S. home phones
fell to 78 million by the end of 2008, according to the Federal
Communications Commission")


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