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Flextronics' most sophisticated operations, which manufacture routers for Cisco and wireless base stations for Ericsson, are based in places like Silicon Valley and Sweden, where top talent is available. Its most labor-intensive operations are still in China, where Flextronics mostly makes comparatively simple electronic products, from PC parts for Dell and mouse assemblies for Microsoft to cell phones for Nokia, Motorola and Ericsson...
...Without applications, the industry will not grow," warns Legend CEO Yang Yuanqing. But it's not easy to persuade rivals that cooperation is worthwhile. Legend, more than any Chinese player, has pushed for common, open standards. So far that hasn't paid off for Legend or its partners. The PC maker introduced China's first PDA based on Microsoft's Chinese Windows CE in May 1999. It has also promoted H-Open, a Chinese operating system it co-developed with a government think tank. But today, PDAs with Windows account for just 15% of Legend's sales, while buyers flock...
...Some banks made money, some lost. Pepsi scored, Coke disappointed. Some techs went up, some (OK, most) went down. The PC market is so bad that Dell is getting into routers. And in an example that, yes, this column was watching with particular interest, AOL Time Warner beat earnings expectations but was deemed to have done it all through cost-cutting and accounting magic, and so was beaten by traders like a mule that was not only rented but over-dependent on the moribund ad market...
...What am I talking about? I'm talking about the fact that Windows XP, the next generation PC operating system which just entered its penultimate testing phase, has had its Java removed. Java is the plug-and-play web application that works on any machine. It is the code behind most of the animation on tens of thousands of websites out there. It is what, for many years, made the American flag flutter at whitehouse.gov, and examples don't get much more patriotic than that...
...Java you'll have to go to Microsoft.com, download a patch and alter the security settings of Explorer. Not too difficult for true believers, but way too much effort for the average user who thinks more about java at Starbucks than when he's sitting in front of a PC...