D/D advisors:

Last week I saw an interesting post on Venture Beat about Acer Launching an Electric All-Terrain Vehicle. This struck a chord because Taiwan-based Acer is a manufacturer of PCs and other consumer electronics (CE) devices. Acer is one of the most prominent companies in Taiwan’s CE complex, which builds almost all of our consumer gadgets. They are closely tied to some of the industry’s most important ODMs, component vendors and contract manufacturers. It is not that surprising to see a consumer electronics giant diversify into higher priced devices as they move up the value chain. However, if you don’t look at Acer as an device maker, but instead view them as a flagship of the Taiwanese electronics industry, the announcement has broader implications.