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It's Different This Time!
An SI Board Since June 2010
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549 26 0 MXIM
Emcee:  Cary Salsberg Type:  Moderated
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399I haven't moved money from one of my 8 to another. When I have a little casCary Salsberg-7/21/2011
398of course there is a difference between self inflicted oversupply and lack ofetchmeister-7/21/2011
397etchmeister-7/21/2011
396<i>Complexity and process challenges will continue to increase as the induetchmeister-7/21/2011
395Do you ever move $ from one pick to the other or do you keep it more or less conetchmeister-7/20/2011
394Listen to the ASML conference call. Complexity and process challenges will contCary Salsberg-7/20/2011
393I looked at utilization rates published by SICAS starting Q2 2000: 300 mm u -retchmeister-7/20/2011
392<i>Someone remarked that 25 to 30 percent cumulative isn't that great etchmeister-7/19/2011
391It was an excellent game - not watching too much soccer ball over the last decadetchmeister-7/19/2011
390From a post on the Wennerstrom thread: Message 27493015 "Most of us don&#Cary Salsberg-7/15/2011
389<i>they kept all od the high tech work and sold off the dirty low tech.<etchmeister-7/15/2011
388Japan had an impact but out of sight out of mind - how do the Japanese deal wietchmeister-7/15/2011
387MCHP has been referred to as the proverbial canary for the semi industry, so I rCary Salsberg-7/13/2011
386If you have read my thread, you know that I don't deny semiconductor cycles Cary Salsberg-7/13/2011
385Lumpy=up and down=cyclical How can you possibly argue against cyclicallity. Demcluka-7/13/2011
384It's different has many implications. If sign wave like ups and downs are aCary Salsberg-7/13/2011
383Cary, Let me suggest a different approach: Sell ones with higher $ value. Justcluka-7/13/2011
382Hi Cary, Can't argue with that sound reasoning at all. Thanks for the viewrobert b furman-7/13/2011
381Not sure Etch,but my best guess would be Delphi - they kept all od the high techrobert b furman-7/13/2011
380I add to the one of my 8 with the lowest dollar value. Lately, that has been AMCary Salsberg-7/13/2011
379Samsung Foundry tapes out 20nm Printer friendly Related stories Comments etchmeister-7/13/2011
378I love it: - <i>“Ironically, the big beneficiary of the financial problemetchmeister-7/13/2011
377Homedepot does well - they pay half of dividend Intel pays and the PE is 17. HD etchmeister-7/12/2011
376Who is GM's main supplier for automotive ICs; I read nowadays Fujitsu is Foetchmeister-7/12/2011
375I read the questions about 28nm push outs eventually into <b>next</b>etchmeister-7/12/2011
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