At first glance, the electronics factory near Guadalajara looks like any other. On the gym-sized shop-floor, robots fit circuit boards with components. Workers put the finished boards in plastic casings. But look closer and you might notice something odd. One of the lines churns out Web tv set-top boxes, which connect television with the net, for Philips, a Dutch consumer-electronics giant. The line next to it makes the same device for Sony, Philips's arch-rival.
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