From the impact on the automotive industry to the near-term pricing and margin pressure considerations of the high tech sector, coverage of the Japan disaster has been a mixed bag of targeted relevancy

“The problem is that there’s so much uncertainty,” Mr. Toprak said. “The supply-chain problem is a much more dramatic one than what the automakers are portraying. Even if they were able to come online in two weeks, which I think is wishful thinking, there’s a couple hundred thousand units to make up already, and nobody… [Read more…]