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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
Introduction Market Data Compact
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99I listened to MXIM conference call and read Merrill Lynch (ML) analyst Sumit DhaCary Salsberg37/30/2010
98RE:One culprit: analog ICs for cell phones were up 66% in May vs. a year ago, thCary Salsberg-7/30/2010
97WRAPUP 3-Toshiba leads Japan chips rebound, outlook cautious Thu Jul 29, 2010 8:Sam-7/30/2010
96DRAM pricing is transparent DDR3 contract quotes down for 2H July Printer frieetchmeister-7/30/2010
95VLSI ups IC forecast, but CEOs remain cautious 7/29/2010 4:44 PM EDT SAN JOSE, Cetchmeister17/30/2010
94Why PEs are so low--from FUBHO on another thread Inventory concerns prompt IC uSam37/29/2010
93some INTC research that's about to hit the computing mainstream Use link tIan@SI-7/27/2010
92ALTR vs XLNX There has been much talk about ALTR gaining share on and growing fCary Salsberg-7/25/2010
91ASML is a good resource for gauging supply and demand in the NAND market. They Cary Salsberg-7/24/2010
90RE: "...cyclical mind set." Yes, growth companies which sported a 26 Cary Salsberg-7/24/2010
89<i>Good point but completely ignored by a "market" boxed completSam-7/24/2010
88<i>All are executing very well on their target markets, product, and operaetchmeister-7/23/2010
87I listened to the ALTR, LLTC, and XLNX conference calls and then examined MerrilCary Salsberg-7/23/2010
86Servers....by the millions...and power consumption is a real issue...ware housesetchmeister-7/22/2010
85Taiwan DRAM makers still queuing for latest ASML systems Josephine Lien, Taipei;Sam-7/22/2010
84ASML is in a very good place. They expect to have production EUV tools in 2012,Cary Salsberg-7/22/2010
83Lithography roadmap offers questions and openings July 19, 2010 | Ron Wilson | 2Sam-7/21/2010
82RE: "I am a sceptic of semi-equip multi-year growth cycles" That is jCary Salsberg27/17/2010
81re: ASML sees no oversupply through end-2011: I am a sceptic of semi-equip multJacob Snyder17/17/2010
80I listened to the ASML quarterly conference call. CEO Eric Meurice said increasCary Salsberg-7/15/2010
79I attached a link to a presentation on the ASML website. I think particular attCary Salsberg57/15/2010
78Hi Sam, The link to the analyst presentation on the NVLS web site: ir.novellusCary Salsberg-7/13/2010
77Rick Hill's comments on 450mm in the NVLS CC. He refers to an analyst sessioSam-7/13/2010
76Nobody improves on Mozart. One of my favorites and from the Magic Flute. youtuCary Salsberg-7/13/2010
75KLAC raised its dividend from $0.15 to $0.25/quarter. It is a vote of confidencCary Salsberg-7/13/2010
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