Jenn: it certainly has been a mixed bag so far, and I think that in part reflects how spotty the receovery has been in both markets and products. Some chip companies had a great quarter; they seem to be the companies in the mobile arena. Among OEMs, Apple did great; Samsung not so much. Consumers are still being selective about what they spend money on and there's not a lot of "the wave lifting all boats" effect going on. Even among US companies, there's hesitancy about Europe, but that's more macroeconomic than it is technology-related. Good analysis, although it is tough to draw too many conclusions about the overall marekt.
Jenn, I wonder how the economy is performing in Europe and how much of the region's economic problem is reflected in these results. In the case of American companies, often a huge chunk of their results is now generated outside of the United States so the impact of the US economy itself is reduced.
Dutch and German economies are two strong economies. Can we say by just looking into the economic conditions of the two companies that these countries are performing better than others. It may not be as simple as companies can tell only about their respective fields but i was wondering how good/bad is economic condition in general there.
Dutch and German economies are two strong economies. Can we say by just looking into the economic conditions of the two companies that these countries are performing better than others. It may not be as simple as companies can tell only about their respective fields but i was wondering how good/bad is economic condition in general there.
Jennefer, that's a great news for electronic industries. I read that still most of the EU countries are with economic slowdown phase. So any positive news/results from companies based in EU can pull the economic system further. But I think it may take another one or two years for the economic system to get stabilize and flourish.
@Bolaji, I was wondering the same thing. I know my companies sales and profits for Europe are down, and that is considered the weak point in the globe at the moment. I understand that some companies are still posting excellent quarters, but it also makes you wonder could these numbers actually be better if this European crisis wasn't going on.
I'm wondering about this. Certainly, certain European countries must be doing better than others. Would we get a clearer picture of the economic reality by not lumping all those countries together?
The forecast is not really positive in Europe because of the week economy at this moment. I'm not really sure about the reasons for this slow down but definitely look forward to stay on right note with investments pumping in and expects to see profits in future.
The outlook is surprisingly good considering the problems with reconciling the debt and avoiding default in the Eurozone. It seems like the impact would be in more operating overhead, where these companies trade primarily in Euros, having a "Plan B" would entail extra expense and effort.
EBN Dialogue enables and encourages you to participate in live chats with notable leaders and luminaries. Not only editors and journalists, but the entire EBN community is able to comment and ask questions. Listed below are upcoming and archived chats.
Archived Dialogues
Thailand Stages a Comeback Join EBN contributor Jennifer Baljko on Thursday August 23, 2012, at 11:00 a.m. EST for a live chat on how electronic manufacturers in Thailand have shored up their supply chain to reduce the impact of future natural disasters.
Euro-Crisis: What It Means for High-Tech Firms Join EBN Editor in Chief Bolaji Ojo and Contributing Editor Jennifer Baljko on Thursday, July 12, at 10:00 a.m. EDT for a Live Chat on high-tech and Europe's economic difficulties.
Microsoft Surface: Potential Winners & Losers What are the implications for the electronics industry supply chain of Microsoft Corp.'s decision to launch its own tablet PC? Join industry veteran and EE Times' systems and OEM expert Rick Merritt on Tuesday, July 3, at 12:00 pm EDT for a Live Chat on this subject.
Join EBN contributor Jennifer Baljko on Thursday August 23, 2012, at 11:00 a.m. EST for a live chat on how electronic manufacturers in Thailand have shored up their supply chain to reduce the impact of future natural disasters.
Peter Drucker famously said "Trying to predict the future is like trying to drive down a country road at night with no lights while looking out the back window." Yet in the razor's-edge world of electronics—with a lean supply chain and just-in-time demands—the need to know the future is vital.
You've heard the saying "the No. 1 supply chain risk is your people." That hasn't always been the case. But today's complex global supply chain requires a new type of multitalented employee. It's one who understands, finance, marketing, economics, is savvy with technology, graceful with relationships and can think analytically.
Where are these people? Are universities properly preparing the next generation supply chain professionals? How do train your existing workforce for these new, demanding positions?
Brian Fuller, editor-in-chief of EBN, will lead a 60-minute Avnet Velocity panel discussion that will ask and answer these and other questions swirling around today's supply-chain talent challenges.
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