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Posts by tooltalk

If you are talking about samsung's second largest cliet, Apple, well, Samsung electronics's semi unit has the fattest profit margin, followed by mobile.
They are, but everyone is losing money on display/TVs - the industry is too cyclical, capital intensive, razor thin margin. It doesn't seem like their revenue is growing in that unit either. I think Samsung should get out of appliance market as well (or spin off) and just stick to semi / mobile. I'm guessing Apple isn't going to jump into manufacturing TV's - I just don't see how Apple can make money in that biz.
It's only 9 AM EST and there are already two patent/trademark lawsuit stories on AI.
Not sure about Sony. Do you wonder why Samsung, not Sony, was invited to Steve Jobs' private memorial service last year?
Sure, that's what most developed countries do. For instance, US makes advanced manufactured goods like airplanes (#1 export) and capital equipments (applied materials, cater pillar, etc). Samsung's semi for the most part still depends on heavy/industrial machinery from Applied materials/KLA/etc (at least as of early 2000's). um.. I'm not quite sure what you are trying to say. The problem with the steel industry back in the 90's had a lot to do with out-of-control pension...
Samsung and Apple are in two very different biz: Samsung is a technology / manufacturing giant. Apple is a product integration / marketing giant.
that's just a bad idea. Makes no sense to build low-end menial assembly jobs in US, IMO.
who knows? Maybe there's Chinese Al Gore sitting in Proview's board. what if the CEO of Proview is a close friend of Jiang Zemin or Hu Jintao, like Jobs was to the Clintons?
I think that's 8-9 percent of public debt (i,e US treasuries, Mae bonds), plus another trillion in US private/corporate securities/debt. Let's not also forget their 3-trillion dollars FX holding. That being said, I don't think Proview's lawsuit is going to start a trade/currency war with China. I think Walmart is still the largest importer of Made-In-China goods in US (automobiles from Japan, Germany being the US's #1 import)
Really? Can Foxconn just keep everything they make? I'm pretty sure they could make a bundle in their black market, especially given China's iPhone/iPad mania now. Apple's customer in the West would get pissed off big time though.
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