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  • More on Intel: Q4 revenue guidance light, Q3 gross margin strong [View news story]
    CFO also comments: (Q4) Revenue is expected to be $13.7B, plus or minus $500M in the fourth quarter. The midpoint of this range
    is up 2% from the third quarter.
    Oct 15 05:08 PM | Likes Like |Link to Comment
  • Intel: Where's Haswell? [View article]
    As usual: great article.
    Any reason for not including Samsung ATIV Book 9 Plus-4th i5-4200U in your search for Haswell designs?
    It has a 13.3" qHD touchscreen with resolution 3200x1800
    Long INTC.
    Sep 1 08:51 PM | 1 Like Like |Link to Comment
  • How A Beer Game Explains Nokia's Supply Chain [View article]
    Abu, in the 2000s NOK's supply chain was excellent, because they applied the Control Tower concept and others did not.
    Jun 1 02:37 PM | Likes Like |Link to Comment
  • How A Beer Game Explains Nokia's Supply Chain [View article]
    @Michail Blair

    As a SCM, formerly working in semiconductor industry, supplying both to Mobile Phone and Automotive industry, I can tell you that there is a huge difference between these, namely: the product life-cycles and the design-in cycles.

    Every 6 months there is a new Phone model and design-in window for that is starting maybe 1 year ahead, closing 6 months ahead or so. Production lead time for a semiconductor (35 layers) is 3+ months. Semiconductor suppliers to Mobile Phones are always in a time squeeze and bull-wip effect is a real risk.

    Life cycle of a car model is at least twice as long, 1+ year, and design-in cycles are usually 3+ years.

    So, for mobile phones a supplier should have a very well organized design process and a volume ramp-up and ramp-down process, focussing on time-to-market, first-time-right and time-to-volume. Furthermore, the application of the Control Tower concept in the Supply Chain is highy recommended so that every node at least has the same demand information, this to aviod the bull-wip effect.

    For automotive, there is usually more time for setting-up the supply chain, but once started, it should work like a clock-work as we all learned from mr Toyoda.
    Jun 1 02:36 PM | 1 Like Like |Link to Comment
  • Beyond The Fiscal Cliff: The Dollar At Risk? [View article]
    In perpective: In The Netherlands (Europe) gas is now $9.23 per gallon .... Recently VAT was raised from 19% to 21% in order to contribute to reduction of the deficit.
    Oct 11 05:29 PM | 1 Like Like |Link to Comment