It wasn’t that long ago, as I recall, that one of the Tier 1 EMS companies was holding its quarterly conference call. Camped on were the all the corporate “Cs” – chief executive, chief financial officer, chief operating officer – along with a bevy of financial analysts who are paid handsomely to assess whether other Wall Streeters should invest in said EMS.

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Should governments be in the tech business?

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Incumbent technology takes a long, long time to displace. Just look at all the through-hole components still consuming board real estate today.

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