The Beginning of the End of Outsourcing

Apple’s iPad and the Human Costs for Workers in China – NYTimes.com In the Hutong Working like hell 1530 hrs. In what China-based business sustainability expert Richard Brubaker calls “the best piece to date on just how rotten [Apple's] supply chain is,” Charles Duhigg and David Barboza of The New York Times have actually done more [...]

There is More to Tablets than Cheap vs. Dear

  How Apple Can Keep Control of the Tablet Market – BusinessWeek. GigaOM‘s Darrell Etherington believes that the way for Apple to sustain its dominance in the tablet market in response to challenges from the Kindle Fire is to offer a smaller, cheaper tablet. The case he makes – that a cheap tablet with a [...]

China and the Oracle Gambit, or The Coming Softwar with China

In the Hutong Still in Uniform 2052 hrs. Not only I am one of that growing number of believers who expects Oracle to make a bid for a major computer hardware manufacturer, I also think it will be a good thing. Whatever the virtues of the present structure of the enterprise I.T. industry, the average [...]

Cheerleading the Bankers

Starbucks, China World Tower 2, Beijing In the course of human events 1001 hrs. Contemplating the irrational messiness of China’s corporate landscape, investment bankers around the world must salivate in anticipation of the fees and bonuses that will be theirs when they finally convince China’s ambitious business leaders that mergers and acquisitions are a viable [...]

Four Handhelds, three computers, two email accounts, one little problem

Starbucks Pacific Place Dreaming in Kodachrome 1412 hours I’m about to spend a bunch of posts diving into the promise and reality of 3G in China, but before I do, a brief call to all of my friends in the information technology business. Not Different, Just Extreme I sit down at a table and lay [...]

The Lenovo Retreat

n the Hutong Dreaming of summer 1920 hrs. Jason Dean at The Wall Street Journal is reporting that Lenovo has replaced CEO Bill Amelio with Chairman Yang Yuanqing, and that co-founder Liu Chuanzhi is returning from his pasture to resume a seat on the board. They’re also upping senior VP Rory Read to the new [...]

Why Land Reform is a Tech Opportunity

In the Hutong There’s something about a high-fiber snack… 16:23 hrs. In the flurry of news about plans to reform land use in China, much of the coverages focuses on the new potential for Chinese farmers to either pay to farm the land of others, or to indeed expand their own plots by renting more [...]

Apple’s Bi-Polar China Disorder

In the Hutong To breakfast, or not to breakfast 0936 hrs. So here is the deal. Apple starts selling an album called “Songs for Tibet” on its iTunes Music Store (iTMS), and they do it right in the middle of the Beijing Olympics. Coincidence, or passive-aggressive middle finger to China? Apple isn’t saying anything about [...]

Cupertino Dreamin’

Xiao Yun Road, Inbound Is this fog, or did someone flock the smog? 1607 hrs. Sitting here in Beijing and placating my inner frustrated geek as I will yet again miss both the Consumer Electronics Show in Las Vegas and MacWorld in San Francisco, I take consolation that I am not among those thousands of [...]

Dell: The Channel is not the Product

The Silicon Hutong Suite Grand Hyatt Singapore 1041 hrs. Dell’s agreement to sell computers through Gome is a sign that the folks in Round Rock have come to an important conclusion: they can – and in many places around the world, must – adjust the way they do business in order to sell their product. [...]

The Dawn of the Age of Disposable Video

The Silicon Hutong Room, Wynn Las Vegas Hotel Looking out over the lights of the insomnia capital of the world 0037 hrs. I know it sounds like a really bad Kodak commercial, but there really are moments in your life that you wish you could capture and just hold. This is one of them. My [...]

Happy Birthday, Mac

In the Hutong Geeking out and Maccing off 1637 hrs. I don’t know about you all, but when I was using Windows I seemed to go through a laptop about every 18 months to two years. Somehow, in that period of time, normal wear-and-tear would render the things unstable, slow, and eventually unusable. My first [...]

Ask Mary Ma: Are Chinese Companies Ready to Go Abroad?

In the Hutong Catching up on reading 0200 hrs. Gordon Orr and Jane Xing of McKinsey cornered Mary Ma for an interview and asked the normally publicity-shy CFO about her thinking on whether Chinese companies are ready to go abroad. Her answer was interesting: “Chinese companies are better prepared to invest abroad than many people [...]

Too soon to Dell

In the Hutong Watching Silverado 2300 hrs. Back at the beginning of February I wrote that the troubles that have led Dell to boot Kevin Rollins and to create what the company is calling “Dell 2.0″ all began when the company’s business model hit a high water mark in China in 2004. (“Dell Freezes Over“). [...]

Intel Makes Dalian Fab

In the Hutong Unsure who is suffering more through my son’s piano lessons: him, me, or his teacher 1216 hrs. One point to add to the increasingly vigorous debate around Intel’s plan to set up a semiconductor fabrication facility (“fab”) in China: Intel ranks high in my ratings of companies who are China savvy, and [...]

Follow

Get every new post delivered to your Inbox.

Join 5,120 other followers