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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Archive for May, 2009
Attending Semicon West?
Business vs. Stock Recoveries
You’ve probably read about it yesterday but yet another sell-side analyst upgraded a group of SCE companies. I have to tell you my friends in the business are very cynical about this. And yes, I know that Kulicke & Soffa (KLIC) stated that their business has picked up and that...
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Today's weak analysis winner is….
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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