Latest Comments on Robert Castellano's Articles

1. bob will on Are Clouds Over the Solar Industry Dissipating?: Cheap Chinese-made bare bones electric commuter automobiles will... more »
2. bob will on Just When Will the Semiconductor Equipment Market Turn Around?: Perhaps even more ominous than the glut of manufacturing machines,... more »
3. User 360099 on Are Clouds Over the Solar Industry Dissipating?: Be carefull with your point 6 : to day's Euro is stronger by 9%... more »
4. jbde on Are Clouds Over the Solar Industry Dissipating?: Yes - demand will return as ASP's stabilize. Spot prices are just... more »
5. Ferdinand E. Banks on Are Clouds Over the Solar Industry Dissipating?: I hope that those clouds are not dissipating. We will probably... more »
6. huangthomas on Why Investing in Taiwan Will Help Fix China’s Broken IC Industry : Over the last decade or two, there are many countries try to... more »
7. huangthomas on Why Investing in Taiwan Will Help Fix China’s Broken IC Industry : Taiwan just announced semiconductor technology and manufacturing... more »
8. Mad Hedge Fund Trader on Why Investing in Taiwan Will Help Fix China’s Broken IC Industry : The PRC is starting to pour money in. Regular readers of this... more »
9. rooferguy on Strategies for Gaining Share in Solar Market (Part I): I saw a company that made hexagonal modules. And Sharp used to... more »
10. ChazzyD on Strategies for Gaining Share in Solar Market (Part I): How about a little variety in the module shape? Decorative,... more »
11. rooferguy on Strategies for Gaining Share in Solar Market (Part I): Hi Robert - I like your "Part 1" for thin film strategies. What... more »
12. jouvet on Strategies for Gaining Share in Solar Market (Part I): Another way to differentiate is in their Go-To-Market strategy... more »
13. Saturn V on Intel Is Still Bogged Down by Atom Processor: Robert has a done a very poor analysis and an amateurish hatchet... more »
14. WTSUPP on Semi Equipment Companies Need to Boycott 450mm Development: Lets not forget what AMAT others have done to their supply base.... more »
15. azbadger on Semi Equipment Companies Need to Boycott 450mm Development: Well as a semiconductor capital equipment product manager, I... more »