はじめに

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1 2001 EMS. Electronics Manufacturing Services Industry EMS EMS EMS EMS EMS 2 EMSI EMS. EMS 1 EMS Cisco IT EMS 90 IT IT 70 IT

2 EMS OEM 3 EMS 4 EMS 90 EMS EMS EMS Solectron 5 Sony Sony Industries 2050 Solectron 6 Solectron 21 EMS EMS EMSI 7 Sony Flextronics 8 EMS EMS 9 Sony EMS EMS NEC

3 2, April 2002 EMS 10 EMS EMS EMS EMS Cisco 11 Dell 12 EMS IT EMS EMS EMS Cisco Dell EMS EMS EMS EMS 90 IT IT EMS EMS EMS

4 EMS Electronics Manufacturing Services Industry EMS EMS EMS CM 15 EMS 1960 EMS Solectron Flextronics 80 IBM HP 16 EMS PCWS Solectron 17 IBM HP Sun 18 Cisco EMS 80 PC WS 80 SMT 19 IC SMT

5 2, April SMT IBM HP S EMS Flextronics EMS Solectron SMT JIT CSI EMS SMT EMS EMS EMS EMS 1

6 EMS EMS EMS EMS EMS 2001 P50 EMS OEM ODM 25 OEM EMS OEM EMS 26 OEM EMS

7 2, April 2002 OEM OEM OEM OEM OEM EMS ODM OEM 27 ODM OEM ODM 28 ODM 29 OEMODMEMS OEM OEM OEM OEM

8 EMS 2 OEM OEM OEM(Original Equipment Manufacturer) OEM OEM OEM OEM Original Equipment Manufacturing Original Equipment Manufacturer 2 OEM OEM ODM ODM ODM ODM OEM ODM Acer ODM EMS EMS

9 2, April 2002 EMS EMS OEM ODM ODM OEM ODM EMS ODM EMS ODM ODMEMS EMS EMS ODM EMS ODM 30 2 OEM

10 EMS EMS ODM

11 2, April 2002 EMS ODM EMS EMSI EMSI IT EMSI IBM-PC FDA EMS 1999 EMS p55 5 EMS SCI 33 Solectron

12 EMS EMS EMS ODM IT EMS EMS PC IT

13 2, April EMS 3 EMS EMS 6 EMS EMS Nokia Ericsson EMS IT EMS EMS 7 Jabil 35 Jabil 32 1/3 11 EMS EMS

14 EMS ERP 36 EMS EMS EMS NPI 37 EMS NPI EMS 8 EMS EMS

15 2, April 2002

16 8 EMS

17 2, April EMSI EMSI EMS 80 EMS 90 EMS EMS 80 EMS 3

18 EMS EMS 3 AV OSAS PC 3 36

19 2, April 2002 PC Microsoft OS AS TV PC R&D

20 EMS 2 M&A 3 IT SCM 40

21 2, April 2002 SCM EMS 90 9 ROE ROA 4 SonyCanon ROE ROIROA 9

22 EMS

23 2, April 2002 SCM EMS R&D ROA 10 Cisco Cisco 34 EMS R&D Cisco EMS EMS EMS EMS 90 EMS IT

24 EMS

25 2, April EMS EMS EMS EMS EMSI EMS EMS Cisco Nortel Nokia Ericsson EMS EMS EMS EMS 8 EMS EMS EMS EMS EMS

26 EMS EMS EMS EMS SCM EMS EMS EMS EMS EMSI EMS EMS

27 2, April Sanmina SCI 6 NatSteel 13 C-MAC Industries Solectron 10 Dovatron International Flextronics 3 5 EMSI IT EMS 5 EMSI EMS EMS IT EMS EMS EMS 1 EMS 1 Cisco EMS EMS Win-Win EMS EMS Cisco Cisco 84

28 EMS GEMicrosoft e-commercee-learning IP 8 9 Cisco 9 CCO 43 EMS EMS EMS ERP Jabil Cisco BTO 44 Cisco ERP Cisco Jabil Cisco Cisco Jabil 45 Cisco BTO EMS Cisco SCM Cisco Cisco IT

29 2, April Cisco EMS 2 Cisco systems SCM

30 EMS JECALS SCM Kenneth L. Kraemer, Business Model : Cisco Systems Cisco Web-Site IT Cisco IT 2 Cisco IT EMS

31 2, April 2002 SCM EMS Cisco EMS 90 DSL 46 ISP 47 DSL Cisco ISP ISP Cisco ISP ISP IT IT ISP ISP Cisco 90 Cisco BTO EMS 48 13

32 EMS 13 Cisco

33 2, April Web-Site ZDNET IT EMS EMS EMS SCM EMS EMS EMS EMS 49 IT EMS 14 Cisco EMS 8 Cisco 9 EMS EMS EMS Cisco Cisco EMS SCM EMS SCM Cisco 12 Cisco EMS EMS

34 EMS Cisco EMS 50 EMS EMS EMS Cisco Cisco systems ISP 70 Cisco-EMS Jabil 16% Solectron 12% Flextronics 10% Sanmina 10% Celestica 5~10% Cisco Web-site press release ZDNET Cisco Cisco EMS EMS Cisco EMS

35 2, April 2002 EMS EMS Cisco BTO EMS EMS EMS EMS Cisco EMS Cisco Cisco SCM Cisco EMS EMS EMS EMS Cisco

36 EMS EMS EMS EMS EMS JIT IT SCM Cisco EMS EMS EMS EMS 52 EMS EMS EMS

37 2, April EMS EMS EMS 54 EMS EMS 15 EMS 15 A

38 EMS TDK EMS EMS EMS EMS EMS IC EMS EMS 55 EMS EMS EMS EMS Cisco EMS EMS EMS EMS EMS EMS EMS EMS

39 2, April 2002 Cisco M&A 90 ROA ROE Cisco M&A EMS EMS Cisco IT EMS EMS Keiji Mishima,

40 EMS Sun(Sun Microsystems)1982 Unix Top

41 2, April p EMS 2001 pp61p63 28 EMS 2001 pp34p36 29 EMS 2001 p9pp67p70 32 EMS 2001 pp56p p EMS 2001 pp21p p EMS 2001 pp37p38

42 EMS pp2p p pp36p37 IT e NTT PHP NTT IT ERP NTT E 2000 IT PHP PHP IT IT NTT e VAN IT IT EMS

43 2, April EMS PHP [ ] [] HR CRM PHP ERP IT [ ] Amir HartamJohn SifonisJohn Kador[ ] G. C.K [ ] Michael Dertouzos [] TBS H [] e [ ] P T [ ] S [ ] BP ] R J ] S [] EMS pp28-p NEC pp28-p IT pp26-p pp pp42-p pp26-p EMS pp27-p pp31-p43

44 EMS ITSELECT pp50-p55 WEDGE Vol.14 No pp40p67 SCM SMC JECALS WGEDI SWG 12 3 JECALS Asian Produ Wintelism ECOMhttp:// Manufacuturing Market INSIDER Inside the contract manufacturing industryvol.10, No Garth Saloner; A. Michael Spence; James McJunkin; Todd Reynders; Cisco Systems: A Novel Approach to Structuring Entrepreneurial Ventures 2000Stanford University - Graduate School of Business. Haim Mendelson, Dell Direct 2000, Stanford University - Graduate School of Business. Kenneth L. Kraemer Jason Dedrick, Center for Research on Infornation Technology and Organizations, Business Model: Cisco Systems 1999Center for Research on Infornation Technology and Organizations University of California, Irvine Kenneth L. Kraemer Jason Dedrick, Center for Research on Infornation Technology and Organizations, Dell Computer:Using E-commerce To Support Virtual Company 2001 Center for Research on Infornation Technology and OrganizationsUniversity of California, Irvine, Kenneth L. Kraemer Jason Dedrick, Center for Research on Infornation Technology and Organizations, With information Technology:Dell Computer Corporation 1999Center for Research on Infornation Technology and OrganizationsUniversity of California, Irvine,

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