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Technology Stocks
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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424One of my Investing Rules has become: don't invest in any company whose saleJacob Snyder19/3/2011
423Yes! I have not heard any of the talking heads, politicians, Republican or DemoCary Salsberg-9/3/2011
422It's different this time: [graphic] calculatedriskblog.comJacob Snyder59/3/2011
421<i>Carl is feeding a perception assuming the behavior is not changing; CaSam-9/1/2011
420I listened to the update - nothing specifically mentioned about "reuse"etchmeister-9/1/2011
419Prior to INFRASTRUCTURE, I did stints with Merrill Lynch, Piper Jaffray and a setchmeister18/26/2011
418<i>I’ve said it and heard it from others in the industry: “The Achilles etchmeister-8/26/2011
417Flash is changing everything: If customers like eBay, McAfee, Lockheed Martin aSam-8/16/2011
416I listened to the earnings conference calls for NVLS, ASML, ALTR, XLNX, LLTC, MXCary Salsberg18/15/2011
415Regarding increasing semi equip capital intensity, it's nice to hear TSM coetchmeister18/10/2011
414Regarding increasing semi equip capital intensity, it's nice to hear TSM conKMcKlendin-8/9/2011
413I would like to see double taxation of dividends ended. Corporations should beetchmeister-8/7/2011
412This is slightly off topic, but I would like to add some thoughts about about hoCary Salsberg28/6/2011
411NVLS CEO Hill is very bullish on NAND, but believes that NAND will not replace hCary Salsberg-8/5/2011
4101. DRAM and NAND prices are supposed to fall. You need to look at gross marginsCary Salsberg-8/5/2011
409Cluka, FWIW, Sandisk doesn't say that there will be a shortage in 6 months, Sam-8/4/2011
408Cary, DRAM pricing has been declining for a year and a half, every qtr. we hearcluka18/4/2011
407In the introductory paragraph to this thread I state, "I try to separate cyCary Salsberg18/4/2011
406 Samsung-Grandis spotlights MRAM potential, andetchmeister-8/4/2011
405I just read LRCX's CC. A few comments from Steve Newberry: During this cyclSam-8/4/2011
404<i>There is evidence that a slowdown in Japan has contributed the slowingetchmeister-8/2/2011
403TSMC 12 inch capacity additions: In Q1 & Q2 2011 TSMC added 105 000 wafers etchmeister-8/2/2011
402FYI reuters.cometchmeister-7/22/2011
401I have listened to NVLS and ASML quarterly earnings reports and KLAC analyst preCary Salsberg-7/21/2011
400That guy certainly did an 180... <i>The capacity utilization rate among seetchmeister-7/21/2011
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