Competing on worker protections

How are Apple’s competitors doing in terms of disclosing or reducing worker abuse at their plants in China?

None too well, according Nick Bilton in the New York Times.

Over the past week I have asked Hewlett-Packard, Samsung, Microsoft, Dell, Amazon, Barnes & Noble and Lenovo about their reports on labor conditions. Many, if not all, of these electronics makers also use Foxconn.

Most responded with a boilerplate public relations message. Some didn’t even respond. The answer from Barnes & Noble, the maker of the Nook e-reader, was typical. Mary Ellen Keating, a senior vice president, said only, “We don’t comment on our supply chain vendors.” Ms. Keating wouldn’t say why Barnes & Noble does not discuss its manufacturing.

Lenovo e-mailed an off-topic report on sustainability.

Samsung, which sells far more cellphones than Apples does, gave no response.

Although some technology companies share some information about their audits, none go into detail about the violations they find or what they are doing to fix problems.

“When violations exist, they don’t follow up nearly as well as Apple does,” said Li Qiang, executive director of China Labor Watch, which monitors and investigates labor conditions in China.

Disclosure: I am long AAPL.

iPad draws blood

The iPad is a smashing success (at least so far). But its success seems to be causing pain elsewhere.

Case in point: today both the Barnes and Nobel Nook and the Amazon Kindle ebook readers suffered significant prices reductions. The Kindle was reduced $70 (to $189) and the 3G Nook was reduced $60 (to $199).  It seems clear that such reductions would not have been necessary absent the iPad. The iPad starts at $499 or $629 the the base 3G version.

Why would anyone pay almost half as much for either of the stand-alone ebook readers when they could get a solid ebook reader in the iPad and so much more?

Disclosure: I am long in AAPL stock. Nothing on this blog should be construed as investment advice.