Author Archive

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 that club. I’ve been hosting a pretty good discussion about this session on the subscriber mailing list and I am hoping to land a copy of...
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If you are out surfing around check out the poll over on LinkedIn that asks if people will be attending Semicon West this year. Results are here (you might have to log in to see this): http://polls.linkedin.com/poll-results/37032/nmhbk I’ve heard from several people that booth count is going to be way, way down and that...
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Today’s weak analysis winner is…. None other than Rick Whittington! Mr. W and his $17-regression-line-based-EPS-extrapolation for Micron back in ‘97 will stand in infamy as one of the all-time classic analyst outputs. How soon we forget. Today’s piece, published in the Intelligent Investing (ahem) section of Forbes, ranks right up there! Containing only...
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Was having a discussion with an old friend from Merrill Lynch and he mentioned the awesome “Wealth Destruction..” that has left him feeling numb. It has really been something hasn’t it?    I feel like ranting… Bear with me. The Government’s approach to addressing the root causes of the financial crisis have, thus far, been totally inadequate. ...
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Subsystem component supplier MKS (Nasdaq: MKSI) pre-announced earnings for the quarter. No real surprises here. That said, I’ll make a few comments….. Conversations with a few industry friends have mentioned an interesting pattern. Here are some from a veteran of the business: Smaller equipment orders, stuff at/under $50k, are getting pushed...
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