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A Holiday Present From Taiwan

Thu Nov 19th, 2009

Bob Faulkner

Last month I highlighted the structural changes that have taken place in the DRAM industry and how that makes for a positive investment environment over the next year or so. Since then, there have be

Low Inflation? Not in Prison

Thu Nov 19th, 2009

Justin Rohrlich

The core inflation rate -- which strips out food and energy prices -- slid to an annual rate of 1.4% in the third quarter from 2% in the second quarter. Low inflation, courtesy of a weak economy, giv

Rags to Riches CEOs: Sheldon Adelson

Wed Nov 18th, 2009

Megan Barnett

Almost nothing about Sheldon Adelson’s remarkable rise to wealth was conventional. There were no silver spoons, no Ivy League degrees, no friends in high places.Instead, Adelson became one of t

Rags to Riches CEOs: Frank Stronach

Wed Nov 18th, 2009

Scott Reeves

Frank Stronach, chairman and founder of Magna International (MGA), launched his empire by making 300,000 sun visor brackets for General Motors. The rest, as they say, is history.Nine years after the

Shining a Light on SunPower’s Books

Tue Nov 17th, 2009

Matt Theal

Late Monday, SunPower Corporation (SPWRA), a solar technology firm, announced errors in accounting entries made in the first three quarters of this year.According to the company’s audit committ

A Strategic Approach to Charitable Giving

Mon Nov 16th, 2009

Associated Press

Many people are finding the holiday tradition of making charitable donations difficult again this year, particularly if they're unemployed or worried about the economy. Charities, many of which norma

HP's Deal With 3Com Was Behind the Curve

Mon Nov 16th, 2009

Bob Faulkner

It’s fascinating how the sell side uniformly aligned to praise the Hewlett-Packard (HPQ) acquisition of 3Com (COMS) last week. Cheerleaders are plentiful but analysis of an underlying problem s

Blockbuster's Busted Plan

Mon Nov 16th, 2009

Kristin Graham

I’ve seen my fair share of CEOs lose sight of where their businesses are headed during restructuring periods, but Blockbuster’s (BBI) Jim Keyes is a lost soul.The 7-11 guru brought in to

Four Reasons Mexico Is the New China

Fri Nov 13th, 2009

Keith Fitz-Gerald

When it comes to global manufacturing, Mexico is quickly emerging as the “new” China.According to corporate consultant AlixPartners, Mexico has leapfrogged China to be ranked as the cheap

Does Another Round of Beer Mergers Make Sense?

Fri Nov 13th, 2009

Scott Reeves

Mass-produced beer is a slow-growth industry, and major brewers have merged in an effort to cut costs and grab market share. But consolidation may be little more than a short-term fix. The best known
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