What I Expect from Apple’s Fiscal 2Q Earnings
Apple reports Fiscal second-quarter financial results after the close of the markets today and so brings the week-long exercise where pundits spend the first half of the week talking about what Apple will say followed by the second half of the week where the selfsame pundits talk about what Apple said. Here’s some food for […]
The Changing Role of Consumer Tech Supply Chains
I think Todd Taylor over at OPS Rules accurately captures a few key points about the shifting of tech supply chain dynamics as the industry becomes decidedly more consumer centric. A more consumer centric supply chain means design cycles (both planning and production cycles) will be compressed. I’ve spoke with phone manufacturers who want the entire design […]
