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Technology Stocks
It's Different This Time!
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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349I got a question: in what respect do LED fabs differ from IC wafer fabs? I suppoetchmeister-6/10/2011
348TSMC reiterates revenue target for 2011 Printer friendly Related stories Cetchmeister-6/9/2011
347<i>Installed capacity should rise about 9% this year and another 7% in 201etchmeister-6/9/2011
346Merrill Lynch(ML)is modelling a 75.5 million share count for NVLS starting in Q3Cary Salsberg-6/4/2011
345Listened to MXIM, KLAC, AMAT, and NVLS presentations at B of A Merrill Lynch TecCary Salsberg-6/3/2011
344Japan 'actual' chip sales collapsed in April Peter Clarke 6/3/2011 10:14etchmeister-6/3/2011
343AMAT probably suffers from the same pushouts NVLS and LRCX is experiencing and ietchmeister-6/2/2011
3422012 is looking good. 2011 will be less robust than was thought a few months agCary Salsberg-6/2/2011
341<i>I think we need to stay invested until mid 2011, at least, when we willdr_elis-6/2/2011
340Solid update from Hill - I suppose Peter Wolters sells into some Japanese wafer etchmeister-6/1/2011
339LSI and VLSI are RIP - who are the ASIC players nowadays? (Japan?) VLSI Technoloetchmeister-5/27/2011
338I'd say ponyiong up for Vsea is a strong effort to growth. Both semi and sorobert b furman-5/25/2011
337Patrick Ho says, "the company must work on improving gross margins." Cary Salsberg-5/25/2011
336It's now called a "slump" - one problem I see is that analysts andetchmeister-5/25/2011
335RE: "McClean's forecasts across the board show generally good growth anCary Salsberg-5/20/2011
334This article is from Solid State Technology Share Market update: Growth still getchmeister15/20/2011
333I listen to the most recent CC and they (ASML) were very specific: the level of etchmeister-5/19/2011
332As competitors continue to dwindle,it is hoped that margins will be preserved. robert b furman-5/19/2011
331RE: "...because what he says is logically inevitable." What is "Cary Salsberg-5/19/2011
330I can't take credit for the link - Etch put it out and that's when I sawrobert b furman-5/19/2011
329Bob linked to the presentation a few posts ago and I viewed it. I listened to tCary Salsberg-5/19/2011
328Did you see this ? Does 14nm ring a "bell" Message 27383678 There a tetchmeister-5/19/2011
327Yes. It is likely Covello will attempt to keep prices low - unitl they've frobert b furman-5/19/2011
326Will Covello's analysis have the effect of capping share prices across the sewolf-5/19/2011
325Exactly Right!! Have you seen this - It is very informative about the road map:robert b furman-5/19/2011
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