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 a linkfest here – very much noteworthy:
A Tie up between...
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Intel and TSM – fizzling
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 press release from SEMI follows the break.
The three month moving average of bookings has now...
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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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Gartner: Strategies for Recovery
Gartner presented their “Strategies for Recovery” at a Silicon Valley briefing this week.
Color me, jaded. Yeah, I know. I’ve earned a charter membership to...
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