Apple's Tim Cook: What Analysts Miss
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User Rank: Apprentice
4/23/2013 | 3:46:58 PM
re: Apple's Tim Cook: What Analysts Miss
Great article, Lee.

It will be interesting to see a trend for manufacturing to come back 'home" to the US. Perhaps the great outsourcing trend is over as China's economy and society matures. But there is one thing I do see that would spark US-based manufacturing: 3D printing. It may just usher the "Made in the USA" movement!

Thanks for the post.
User Rank: Apprentice
10/26/2012 | 6:43:19 PM
re: Apple's Tim Cook: What Analysts Miss
Chief executives at some of the nation's largest companies earned an average of $12.9 million in total pay last year -- 380 times more than a typical American worker, according to the AFL-CIO.
User Rank: Strategist
10/25/2012 | 6:14:29 PM
re: Apple's Tim Cook: What Analysts Miss
I may be a bit naive but I completely disagree with the comment below. Apple sells most in US. It makes sense to build them here when no one else is doing so. As stated their manufacturing process will be streamlined to increase profits. Made is U.S.A. at a time when the us is struggling will be a huge marketing boost which sell even more units. Also workers will take these jobs without unions and while not rock bottom pricing the factories will be competitive. Lower cost of transportation and ability to change and modify design on the fly will add value. As for overseas markets they will build in countries of origin like Toyota giving them the same flexibility they would have here and also be able to capitalize on the marketing aspect of built in said country. Maybe I am nuts but to me this is the only strategy that makes sense. The days of exploiting cheap labor are going to end. It may take a while but eventually the people making these things are going t want them too. You can't have a cheap educated labor force for too long even with Communist oppression. Just my take. Oh and robots are good but we have a large unemployed skilled workforce waiting for more jobs. Say what you will about American work ethic,we can build quality products. We just don't like being ripped off when CEO is making 100 times the average worker
Samir Shah
Samir Shah,
User Rank: Apprentice
10/25/2012 | 4:27:34 PM
re: Apple's Tim Cook: What Analysts Miss
When people start getting cellphones one of the first things they do is to start questioning their poverty. This will happen in China, Brazil wherever there are Foxconn plants.

A few years ago Apple did something which everybody thought was totally clueless, retail. Now everybody is aping Apple.

Apple should take next logical step, manufacturing. They should set up manufacturing plants at least in China and Brazil. The other countries that come to mind are India, Thailand, Philippines and Vietnam, even Russia and South Africa (BRICS). Why? Because, local content trade barriers are going to come up, like it or not. I am surprised that Apple is able to sell iPhones in China without doing a TD-SCDMA iPhone. 'Electronics' business is going to follow the 'auto' business. Just like you can never have a 100% HTML5 App, you can never have 100% automated tablet or phone manufacture so the dreams of robot manufacturing plants in US are what they are, dreams.

Regarding cargo transportation, Apple can buy Boeing 747s or Airbus A380s as needed and use them for her cargo needs.

Dear Tim. I may not have given an answer you wish to hear but I have given an answer that I think is the best for Apple long term.

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