From: Steven Sinofsky

From: Steven Sinofsky To: "jeffrey E." <jeevacation®gmail.com> Subject: Re: Jay Y Date: Tue, 28 Jul 2015 15:50:10 +0000 Ha :-) It can't be done from the US and by an english speaker I think. The only asian company run in English has been Nissan and he was a car legend. I love the culture and understand it as best I can, but no idea how to really manage it (versus symbolically manage it). They have real challenges that I don't know the answer to at all -- they are stuck trying to win the high end by beating apple which is definitely not possible for years best case (requires apple to totally stumble). And at the low end there are a half dozen competitors eating away in major markets (XiaoMi, Huawei, ZTE, and more). And they can't really advantage their in house brands because they are already losing those new companies to other suppliers. I will predict that they will gradually pull back from a consumer facing presence and focus on being the supply chain. Might take 5-7 years. But just not sure how they maintain both -- the competition for their supply chain is intense from China. We talk about this one all the time--what to do, how... On Tue, Jul 28, 2015 at 3:51 AM, jeffrey E. <[email protected]> wrote: you should run his r,d On Mon, Jul 27, 2015 at 12:20 PM, Steven Sinofsky < > wrote: hup://fonune.com/2015/07/27/samsung-jay-lee/ please note The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for the use of the addressee. It is the property of JEE Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to jeevacation®gmail.com, and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved EFTA00850222