Two days back I met Sunil Raghunathan, we had a general discussion. Sunil is ex-colleague and a good friend. Our discussion shifted to strategy and somehow to semi conductor industry. Sunil, as usual, was quick to create a framework on the fly to analyze and strategize the semiconductor industry.
Sunil weblogs at Insightful Journey.
He very quickly created and posted the Value chain based analysis of semi-conductor industry at his blog here.
Further one can read the value chain analysis at google docs
This is amazing result of a discussion over a cup of coffee!
When can we have a cup of coffee again Sunil?