Pharmaceutical supply chain analyst Adam Fein has an interesting post up describing the massive explosion in publicly-funded pharmaceutical spending.

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Gartner supply chain analyst Mickey North Rizza recommends that manufacturers offer fewer products and focus on markets they can control or at least take a good share of.

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Citing concerns about softening tech hardware end demand, RBC Capital analyst Amit Daryanani this morning turned cautious on the IT supply chain, downgrading shares of the contract electronics manufacturers Benchmark Electronics and Sanmina, and reducing estimates and price targets for various other stocks.

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The movement in the stock yesterday had to do with a JPMorgan analyst claiming that Apple reduced its orders for iPads in the supply chain, but he did not take down his earnings estimates for Apple, nor was the view shared by other analysts on the Street.

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