For your weekend reading enjoyment…..
The 2009 International Technology Roadmap for Semiconductors, in all its glory, is available right here:
http://www.itrs.net/Links/2009ITRS/Home2009.htm
Everyone should have a copy. I strongly recommend reading it when it is raining outside. Some of the tech transitions have been visible for a over a decade but they are the very reason...
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ITRS Roadmap
Intel and TSM – fizzling
One full year from the original announcement Jim McGregor from InStat offers this: “Intel, by some accounts, is guilty of its own success,” McGregor said. “No matter what, they are skewed as the 800-pound gorilla when they enter a new market.”
A bit of...
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Applied Materials Earnings – Some like it, some don’t..
Under-estimations abound! After reading several Wall Street analyst reports it is clear that some view the outlook as much more bullish than others. Two of the reports we’ve read, one from UBS and one from Goldman Sachs, are quite positive. Less favorable...
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Book To Bill Report
Thursday evening SEMI released bookings and billings for North American based semiconductor capital equipment suppliers. It’s a lagging indicator but I think it is still worth noting….. The full...
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Piper Says Buy the Semis
Piper Jaffray semiconductor analyst Gus Richard makes some very valid points in his call to buy the semiconductor group. I do think there is a trade here because the...
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Werkin’ On It!
Had a little disaster with the web server and the e-mail server this week so the site is under repair.
“I’m werkin’ on it!”
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