May 19, 2008 – Investment bank Bear Stearns estimates Mr. Smach walked away from approximately $2.5M in unvested …
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Industry Pulse
Flextronics’ management depth and the new CFO
Study: Globalization is inevitable, accelerating, positive despite protectionism, economic downturn
54% of participants worldwide said that they planned to use globalization initiatives to make business processes more efficient and effective. The findings also reveal that politically-led trade protectionism or a major economic downturn are seen by study participants as the only major threats to the continued growth of globalization. Yet, despite these perceived threats, 90 percent of the 217 executives questioned viewed globalization as inevitable.
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Electronics manufacturing services (EMS) tier performance, inventory turns, days sales outstanding as markers
The cash cycle is calculated by adding days sales outstanding (DSO) and days inventory outstanding (DIO) and subtracting from this …
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EMS segment performance
The performance of many large, global EMS companies such as Jabil Circuit, Flextronics, Celestica, to name a few, is surely not …
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Orders for electronic components flat
April 10, 2008 – "The March order report indicates what might be a ‘wait and see' attitude as companies consider …
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Outsourcing’s influence on Dell’s manufacturing overhaul
Dell's recent Austin closure and plans for improved operating costs are no doubt influenced by a move to a an outsourcing model that …
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China’s labor source and the impact of one billion pigs
Wage inflation in China has joined commodity inflation. Cheap labor is now, in fact, not so cheap. A new labor law will place further obligations on employees, and is due to be implemented this year.
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The EMS business forecast – A tale of two scenarios
This outlook is based in part on the macroeconomic forecast data available through mid-February, which formed our most likely scenario: the U.S. would …
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Indian electronics contract manufacturing conference calls for presentations
March 5, 2008 – Demand for electronic gadgets, appliances and equipment is growing briskly and companies are increasingly turning to EMS firms to fill the …
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Wall Street on EMS vs. ODM market share and market segments
Wall Street discusses EMS vs. ODM market share, various market segments, emerging market opportunities and …
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