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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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...
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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...
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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...
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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...
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Top Ten+…. Revisited!
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...
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