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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Subsystems
Gartner: Strategies for Recovery
Attending Semicon West?
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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Tuesday Scattershoot
I was thinking about “the lack of cash issue” today and how it relates to the many hurdles ahead for the semiconductor industry. Getting a bit more specific, I’m thinking about the capital required to develop 450mm and of all things, to fund an industry consolidation.
The 450mm question is easy and was...
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No Surprise: MKSI Pre-Announces
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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