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It's Different This Time!

An SI Board Since June 2010

Posts	SubjectMarks	Bans	Symbol
549	26	0	MXIM

Emcee: Cary Salsberg	Type: Moderated

Introduction Market Data Compact

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Reply	Message Preview	From	Recs	Posted
24	Cary, re: Sandisk and "It's different this time" for NAND Free ca	Sam	-	6/18/2010
23	Cary, NAND flash may be a commodity in the broad homogeneity sense of the term	Sam Citron	1	6/18/2010
22	A mature industry is one that has penetrated its available market to the point w	Cary Salsberg	-	6/18/2010
21	It's a good point. The "maturation" of the semi industry is a wid	KMcKlendin	-	6/18/2010
20	Hi, Thanks for posting. I am interested in your statement, "a maturing se	Cary Salsberg	-	6/18/2010
19	Hi Etch, Total available market (TAM) for through silicon via (TSV). The marke	Cary Salsberg	-	6/18/2010
18	With Regards to AMAT, it is different this time. They now have multiple large	KMcKlendin	-	6/18/2010
17	Hi Sam, Thanks for posting. I am not troubled by the fact that you know me wel	Cary Salsberg	-	6/18/2010
16	Perhaps one should figure out what TAM is for TSV going forward - that would be	etchmeister	-	6/18/2010
15	Hi Cary, I haven't been very active lately on SI but have just heard about	Sam Citron	-	6/17/2010
14	Hi Jacob, Thanks for posting. The Gartner forecast is for 2010 through 2014.	Cary Salsberg	2	6/17/2010
13	Its not random...Moore's law is actually very predictable - though it can ta	etchmeister	-	6/16/2010
12	re: the guess for 2015... ...is a random number. I spend zero effort thinking a	Jacob Snyder	-	6/16/2010
11	The post pointed to below has Gartner's forecasts for the semiconductor equi	Cary Salsberg	-	6/10/2010
10	I appreciate your comments. It is my thread and I said, "Its different thi	Cary Salsberg	-	6/4/2010
9	I wasnt talking applications in the individual miner sense rather applications f	deeno	-	6/4/2010
8	To my mind, the "applications" are all users of analog and digital chi	Cary Salsberg	-	6/4/2010
7	It seems that your still thinking from the supply side. Perhaps in order to get	deeno	-	6/4/2010
6	Yes, I need to discuss "sustainable competitive advantages" and "	Cary Salsberg	-	6/4/2010
5	one difference would be your gold rush analogy. The reason that suppliers did s	deeno	-	6/4/2010
4	The California Gold Rush is the back drop for one component of my model for inve	Cary Salsberg	-	6/4/2010
3	"Astute investors say it is never different. They invest through the rear v	deeno	-	6/3/2010
2	GL with this new board, Cary. A little food for thought?? amazon.com Woody	Woody_Nickels	-	6/2/2010
1	Fundamental analysis of the semiconductor industry begins with Moore's Law.	Cary Salsberg	-	6/2/2010

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