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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
Astute investors say it is never different. They invest through the rear view mirror. Charts, numbers, and history are their guides. It is always different. The world changes. We get older. The key question is about material differences. Have the technological advances that continue to change the face of our world made a material impact on the prospects for investors? Has the maturing semiconductor industry changed the dynamics of the industry in a way that materially impacts the prospects for investors?

I believe these questions need to be answered through fundamental analysis. I listen to replays of earnings conference calls and presentations at technology conferences for 8 semi and semi-equip companies. I attempt to understand the prospects for these companies and the industry. I attempt to distinguish secular trends from cyclical trends. I try to determine which parts of the industry are cyclical, cyclical growth, or growth vehicles. I try to separate cycles generated by macro economic events from cycles generated by industry dynamics. I try to get a handle on current industry dynamics.

Fundamental analysis of the semiconductor industry is a tough job and one that has not, traditionally, been fruitful. I think we are at a juncture where it is increasingly likely to be fruitful and I am willing to share the effort.
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549It's also worked over the intermediate to long term (5-years?). [graphic]Investor2-7/28/2014
548Yes, they missed earnings numbers and weren't helped by XLNX doing the same The Ox-7/28/2014
547No posts on this thread since 8/16/2012? Not a very good day for MXIM today.Investor2-7/25/2014
546Thanks, Sam!The Ox-8/16/2012
545He got pissed at Kirk and I think Don as well and left SI in a huff. I don'Sam-8/16/2012
544Do we know if anything happened to Cary?The Ox-8/15/2012
543NAND versus Logic - it's like Ale versus Lager. They both use identical ingretchmeister-1/11/2012
542Thanks. I didn't know that.Sam-1/6/2012
541To: niek who wrote ( 1671)4/22/2009 8:55:34 AMFrom: niekRead Replies (1) of 1etchmeister-1/6/2012
540They have to report it in TW - just like they report monthly sales in TW. Thereetchmeister-1/6/2012
539How does fabtech know these things? What company makes their POs public knowledgSam-1/6/2012
538 TSMC kicks-off 2012 with equipment purchase spree 05 January 2012 | By Mark Oetchmeister-1/6/2012
537The myth about "Clean Coal" - for months the "clean" coal coetchmeister-12/22/2011
536Mind boggling..... I contacted (e-mail & phone) my republican congress man: etchmeister-12/22/2011
535OT-- Mind boggling..... I do not understand the mindset of people who want to dSam-12/20/2011
534OT: "riders" attached to the payroll tax cut bill...no wonder they canetchmeister112/20/2011
533perhaps AMAT would be buying ASML .... hey I want 100 % premiumetchmeister-12/15/2011
532September 8, 2011 4:40 PM EDT Lam Research (Nasdaq: LRCX) names Martin Anetchmeister-12/14/2011
531Hill and Newberry are two very knowledgeable "veterans" - IMHO a greatetchmeister-12/14/2011
530A very "cool" presentation; check slide 19: Nokia has several supplieretchmeister-12/13/2011
529The UK and Sweden were/are two countries that still drive on the left side -coinetchmeister-12/9/2011
528TSMC Expands Investment in Taiwan with New Milestone for Taichung GigaFab Issueetchmeister-12/9/2011
527First and foremost, however, Merkel will be focused on pushing through the treetchmeister-12/8/2011
526The European Government of Goldman Sachs Posted on November 17, 2etchmeister-12/8/2011
525I wish Oblahblah had Merkel's balls - I mean sort of. France and Germany areetchmeister-12/7/2011
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