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...
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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. ...
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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...
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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...
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