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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Archive for February, 2010
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 views can be found on the EE Times website: Applied...
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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 crossed the $1 billion mark – and in the coming...
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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 semi-stocks have come down so far. Cross your fingers, knock on wood…. It’s another call on the market.
Your mileage will definitely vary (consider this a...
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