Table of Contents SAMSUNG: RATIONALE FOR SWITCH Poor crisis management Unfortunate timing Weak quality control Lack of software ecosystem Competitive risk More profit warnings Splitting up the company THEMATIC SCREEN: CONSUMER ELECTRONICS SECTOR THEMATIC SCREEN: SEMICONDUCTOR SECTOR VALUATION SCREEN: CONSUMER ELECTRONICS SECTOR VALUATION SCREEN: SEMICONDUCTOR SECTOR RISK SCREEN: CONSUMER ELECTRONICS SECTOR RISK SCREEN: SEMICONDUCTOR SECTOR WHO’S WHO IN CONSUMER ELECTRONICS? WHO’S WHO IN SEMICONDUCTORS? APPENDIX: OUR “THEMATIC” RESEARCH METHODOLOGY

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