Word: analysts
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Agile was not an adjective normally associated with Philips. Sprawling, complex or plodding seemed an apt description. "They'd sell something I didn't even know they had," says Scott Geels, analyst at Sanford C. Bernstein in London. "And I wasn't the only one." Kleisterlee took a carving knife to Philips' abstruse portfolio. The semiconductor business--where even his own father labored--as well as other component businesses got the chop. "In the economic reality of today, you have to make a choice," Kleisterlee says. "We focus on the brand; we focus on marketing; we focus on downstream...
...Philips no such pain. With revenues touching $9 billion in 2007, the company leads the global market--illuminating offices and airports, streets and sports arenas. And with a slew of acquisitions in advanced light-emitting diode (LED) know-how, Philips is "'light' years ahead" of the competition, says JPMorgan analyst Andreas Willi...
...from the likes of Sony and Samsung. Globally, profit margins in the $15 billion consumer-electronics business are flat-screen thin. With TVs accounting for about 60% of sales at the former CE division, "if you look at [Philips'] strategic targets--stable growth and higher profitability," says SNS Securities' analyst Victor Bareņo, "then the core business of consumer electronics is not really a good...
Agnelli has enjoyed superb timing, but mining analyst John Tumazos says Vale's real edge is a willingness to explore the new mining frontier, in developing countries, years before the competition. "Things don't frighten them so much because they are used to ups and downs," Tumazos says. In New Caledonia, for example, Vale inherited a nickel project that had stalled because of concerns from residents. Vale flew some of the locals to the Amazon to show off its environmental stewardship; the project is now on track, along with 29 others in Mongolia, Mozambique, Gabon, Oman and Australia...
...that might be something the U.S. could live with (not that it would have much choice), although it is sure to push for a continuing military role as well so Islamabad can negotiate from a position of strength, says Bruce Riedel, a former top CIA and NSC South Asia analyst. "If you get a credible government," says Riedel, "it'll be better positioned to move against al-Qaeda. All the atrocities that al-Qaeda has been conducting in Pakistan in the last several months, these bombings and the murder of Bhutto, could produce the kind of backlash that Pakistan could...