Amazon could build on this platform, and -who knows- maybe they will catch up to Apple as they gain more supply chain scale and expertise.
FORBES: No Worries, iPad, Amazon's Android Tablet Is Just a Nook-Killer.
In other words, this is not so much a bubble (at least not a bubble fueled by unreasonable expectations of gain) as a supply squeeze.
He and his lieutenants pressed caution on their suppliers, spot-checked shipments and built a web of foreign subsidiaries to gain more control over the supply chain, according to former employees and business associates.
They have to do it to gain more leverage over the display supply chain , to allow Apple to deal with price pressures in the smartphone and tablet markets without sacrificing profit margins.
FORBES: Another Key Reason for Apple to Get Into the TV Business
The point I am trying to make is that Apple has to sell a TV, obviously to grow the top and bottom line and increase the footprint of iOS devices, but also (and probably more importantly) to gain more leverage over the display supply chain to protect the competiveness of the iPhone and iPad franchise.
FORBES: Another Key Reason for Apple to Get Into the TV Business
While the stock could continue its roller coaster ride given the concerns of iPhone supply, gross margins and tax gain selling to capture a lower capital gain tax rate before year end I believe that the shares will rebound when investors focus on holiday sales.
Can they gain better visibility of the manufacturing floor and across the supply chain?
In next quarter or two, as AMD gets over supply issues, its Fusion APUs should help gain market share.
FORBES: AMD Struggles With Negative Sentiment, Lack of Catalysts
Also part of the package are a Kodak camera for time-lapse capturing the inevitable weight gain of the owner, and a year's supply of Old Spice products to save those annoying and strenuous trips to the shower.
ENGADGET: Domino's to sell one-of-a-kind "Ultimate Man Cave Couch"
Conclusions: as social unrest continues in MENA, and high demand from emerging markets keep the markets tense, Saudi Arabia will have to step in to offset supply constraints. (Read Oil Services Will Gain From Saudi Production Hike).
"Customers will and can use the components business against you to gain the services, " admits Darr Greenhalgh, Arrow's director of supply chain solutions.
Engineers, never really able to gain guild status anywhere, now find their collective position further undermined by over-supply.
Irrespective of the chemical question, companies with international customers and global supply chains are increasingly seeing the need to see further into those chains and gain tighter control over the components that comprise their products.
FORBES: How International Regulations Are Changing American Supply Chains
As a result, the Street expects Seagate to gain substantial market share, and to benefit from what will likely be a spike in drive pricing as supply falls well short of demand for at least the next few quarters.
Especially when it is difficult to gain access to a top-performing fund or to get in on an investment strategy where LP demand outpaces supply, the GP still has the edge in negotiations.
FORBES: Limited Partners Seek Better Terms From Private Equity Funds
Ultimately, though, once the economy begins to gain traction, the Federal Reserve will need to reduce its balance sheet and will siphon dollars out of the money supply.
FORBES: Gold Moving In Anticipation of QE3 -- But Be Forewarned
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