June 2005
Low costs aren't everything—particularly for critical systems.
Abstract
July 2004
Electronics OEMs have wrung many concessions from their manufacturing contractors. A more equitable relationship would be of longer-lasting benefit to both parties.
Abstract
February 2004
Must video walk the same plank that music did?
Abstract
December 2003
The country’s semiconductor market represents a lucrative opportunity for foreign companies, but to exploit it they must adapt to the needs and expectations of Chinese customers.
Abstract
May 2003
IT procurement must be a capability, not a mere exercise in cutting deals.
Abstract
May 2002
China could soon become a major force in semiconductors—by taking a road of its own.
Abstract
February 2002
Semiconductors based on plastics rather than silicon pose a strategic challenge to incumbents.
Abstract
February 2002
Higher sales of more powerful computers propelled the industry’s success in the late 1990s. But the tide may have turned for the worse—at least for computer manufacturers.
Abstract
August 2001
Liu Chuanzhi, the chairman of Legend Holdings (2001), tells how his company became China’s—and Asia’s—leading manufacturer of PCs.
Abstract
August 2001
Companies are rightly investing now to deliver consumer broadband applications as the technology’s penetration grows. But current expectations about the industry’s development aren’t a good enough guide to the future.
Abstract
February 2000
Who will organize the corporate data closet? The answer depends on whether, how, and when standards emerge.
Abstract
May 1998
The authors test the theory that stock markets reward electronics companies that make rapid share gains early in a market’s life, profits in more mature markets, and a mix of both in the interim. The initial findings have striking implications for companies that seek sustained leadership.
Abstract
November 1997
Competition is cut-throat, margins are poor, and companies that assemble PCs tend only to break even, but the consumer IT market as a whole is profitable. The lesson is that high-profile branding, marketing knowhow, and superior technology do not guarantee success. What matters is where companies choose to compete, and how.
Abstract
February 1997
Asian companies’ share of the US consumer PC market has soared to 28 percent from 5 percent a year ago. But market share does not necessarily bring profitability.
Abstract