The China that can say no

[Dave Farber <dave () farber net>]

That title is with appologies to the book -- the Japan that can say no. Read
to the end


Dave

Widescreen iMacs set for Q3 - report
By Andrew Orlowski in San Francisco
Posted: 31/05/2002 at 16:06 GMT

A report from the heartland of American manufacturing (ie Taiwan) suggests
that production of 17 inch and 19 inch versions of the new iMac will begin
in Q3 this year. 

Local news service Digitimes reports also reports that the industry-wide LCD
shortage continues to constrain the number of IMacs that the manufacturer
Quanta can ship. Mindful of these shortages, a Q3 production ramp allows
Apple time to build inventory in time for a New Year launch. Having
inventory lying around isn't particularly fashionable now, but it is a
sensible move when key component supplies are constrained.

In a related story, we recommend a look at the national security
implications of the tech industry's reliance on China and Taiwan for
manufacturing, published in the June edition of Harper's [dead tree version
only]. Describing Dell Computer as "a delivery channel for Taiwanese-made
products", it discusses the vulnerability of Western tech giants to Chinese
political pressure.

Unnamed electronic companies admit they have no contingency plan in the
event of a "sit-down strike" by China's Party-owned manufacturers. In the
piece, Intel's Andy Grove argues that Western investment makes war between
the US and China essentially impossible, to which the former US Army attache
in Beijing replies: "If Grove is that dependent on that source than he has
assured the destruction of his own corporation." 

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