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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Greetings!
Okay, this is a revisit but because we are in the throes of earnings season some of these thoughts are worth repeating. This particular note was sent in early March and got passed around quite a bit. Eric Savitz called it a “Magnum Opus”.
FWIW…..
Opened yesterday morning’s e-mail with stories from...
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Over the past few days, right here in the midst of earnings season, I have had considerable discussion with semi industry folks about the bullish forecast from IC Insights – the pent-up demand part. If you have an interest, there’s a story over on the EE Times website that talks about the forecast.
I...
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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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Earnings season….. Oh Boy! The deluge is about to begin.
Last week, actually on April Fool’s Day, there was an article in the NYT that talked about the trends in the portable computing world: Light and Cheap, Netbooks Are Poised to Reshape PC Industry. Notable were the comments from Intel’s Sean Maloney: “When these...
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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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Call this, an economic FYI…..
At the bottom of this message you will find a compilation of comments from a portfolio manager. The comments speak to the disconnects we see in today’s economic analysis. Believe me, I have wrestled with this stuff for years – headline interpretation vs. real analysis. ...
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