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An SI Board Since June 2010
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549 26 0 MXIM
Emcee:  Cary Salsberg Type:  Moderated
Introduction Market Data Compact
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274I own shares in LLTC and MXIM and follow them closely. Most of what is said in Cary Salsberg-4/7/2011
273TI acquires NSM: Picking apart the deal by James Montgomery, news editor Apriletchmeister-4/7/2011
272They just do not get it - do not hold your breath - they do not get it - plain aetchmeister-4/7/2011
271<i>Gaertner et al is probably going to upward the IC sales projections nexetchmeister-4/7/2011
270Gaertner et al is probably going to upward the IC sales projections next week - etchmeister-4/1/2011
269<i>the IC content of electronics is increasing.</i> the IC content oetchmeister13/30/2011
268RE:"This breakneck pace is unsustainable, given that electronics sales are Cary Salsberg-3/30/2011
267VLSI Research ups IC forecast (second upward revision within the last six weeks etchmeister-3/30/2011
266$100 smart phone vs $400 laptop. Much larger potential market for the phones. Cary Salsberg-3/30/2011
265techgadgets.inetchmeister-3/30/2011
264<i>In 2015, tablets will have DRAM content similar to that of today's etchmeister-3/30/2011
263<i>Total capacity rose at a greater rate due to a huge rise in 200 mm capetchmeister-3/29/2011
262Emphasized at AMAT's investor and analyst day.Cary Salsberg-3/29/2011
261What's behind this 200mm resurgence? While memory is almost completely conveetchmeister-3/29/2011
260<i>Usually they have a hard time even to see the big picture unless disastetchmeister13/22/2011
259Usually they have a hard time even to see the big picture unless disaster strikeetchmeister-3/21/2011
258Hi Cary, If you were a multinational chip maker,as most are. You suffered lossrobert b furman-3/19/2011
257The earthquake and tsunami have damaged the semiconductor supply chain and will Cary Salsberg-3/19/2011
256ASML has done the best job of relating cap ex to capacity additions and publishiCary Salsberg-3/11/2011
255Wafer (start) capacity versus $ Capex: an approximation for capital intensity? Cetchmeister-3/10/2011
254Panel reveals concerns over 450-mm wafers Peter Clarke 3/4/2011 6:58 AM EST A cuSam-3/6/2011
253RE: "I did not expect this at all..." You are in good company. NobodCary Salsberg-3/2/2011
252I did not expect this at all and I stress FWIW (see link). If I reacall the projetchmeister-3/2/2011
251I just listened to a replay of AMAT CFO George Davis's presentation at the MCary Salsberg-3/2/2011
250300 mm fab capacity increased 16.4% from Q4 2009 to Q4 2010. Semiconductor reveCary Salsberg-2/27/2011
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