The Curious Case of the Belkin Buy

“I can’t put my finger on why, but this acquisition seems weird to me,” writes John Gruber, describing Foxconn’s decision to buy Belkin for $866 million. It is not that weird, especially when you take into account the competitive landscape.

TL: DR version: Foxconn needs to boost margins. Belkin has a great brand but faces an increasingly competitive landscape. It is weirdly about Taiwan vs. China.

Continue reading “The Curious Case of the Belkin Buy”