Login
Manage Portfolio
Post a StockTalk
Write an Instablog
Get Daily Email Alert
Seeking Alpha
Home
The Macro View
Stocks & Sectors
Global Markets
ETFs
Investing Ideas
Breaking News
Transcripts
Business Intelligence
Robert Castellano
»
Articles
|
Robert Castellano
63
Followers
0
Following
You are currently following Robert Castellano
Stop Following
You are no longer following Robert Castellano
Profile
Articles (43)
Instablog (
24
)
Comments (21)
Sort by:
Latest
|
Editors' Picks
|
Most Commented
|
Most Popular
Full Featured Cell Phones Going the Way of the PDA
on Oct 26, 2009
•
ERIC
,
JAVA
,
MOT
Intel Facing a Formidable Foe in ARM
on Oct 02, 2009
•
AMZN
,
ARMH
,
FSL
Why I'm Cautious About the Semiconductor Equipment Market
on Sep 16, 2009
•
INTC
,
SSNLF.PK
,
TOSBF.PK
The Roller Coaster Ride Continues in LCD Panel and Equipment Sales
on Sep 11, 2009
•
AUO
,
LGERF.PK
,
SHCAY.PK
MEMS Microphone Will Be Hurt by Downturn in Smartphone Market
on Aug 23, 2009
•
AAPL
,
ADI
,
DNZOY.PK
Western Digital Could Lead Hard Drive Market in 2009
on Aug 03, 2009
•
FJTSY.PK
,
STX
,
TOSBF.PK
Chrome OS Will Strengthen ARM’s Assault in the Netbook Market
on Jul 14, 2009
•
ARMH
,
CRM
,
HPQ
LCD, Photomask and Semiconductor Equipment All Down for 2009
on Jul 10, 2009
•
IGW
,
PSI
,
SMH
Just When Will the Semiconductor Equipment Market Turn Around?
on Jun 29, 2009
•
SMH
Are Clouds Over the Solar Industry Dissipating?
on Jun 17, 2009
•
ESLR
,
FSLR
,
JASO
Jump in Q2 Smartphone Orders Lifts Silicon MEMs Microphones
on Jun 02, 2009
•
ADI
,
FSL
,
HPQ
What’s Behind the Recent Move in Photronics Stock
on May 29, 2009
•
PLAB
Why Investing in Taiwan Will Help Fix China’s Broken IC Industry
on May 28, 2009
•
ELPDF.PK
,
EWT
,
NELTY.PK
Strategies for Gaining Share in Solar Market (Part II)
on May 11, 2009
•
KWT
,
TAN
Strategies for Gaining Share in Solar Market (Part I)
on May 04, 2009
•
AMAT
,
FSLR
,
KWT
Lithography Tools Driving Photoresist Market
on Apr 23, 2009
•
ASML
,
CAJ
,
DOW
Semi Equipment Companies Need to Boycott 450mm Development
on Apr 17, 2009
•
AXTI
,
CREE
,
CYMI
Intel Is Still Bogged Down by Atom Processor
on Apr 15, 2009
•
INTC
High Battery Costs for Electric Vehicles Obstructing Semiconductors' Growth
on Apr 09, 2009
The Line Between Netbooks and Notebooks Is Blurring
on Apr 03, 2009
•
AKCPF.PK
,
DELL
,
HPQ
Economic and Technical Factors Create Winners and Losers in the Solar Cell Market
on Mar 31, 2009
•
ENER
,
ESLR
,
FSLR
Semiconductor Lithography Sector Continues to Outperform Semiconductor Equipment Market
on Mar 26, 2009
•
ASML
,
CAJ
Semiconductor Equipment / Material Suppliers Must Consolidate to Grow
on Mar 24, 2009
•
XSD
Which Is Worse: Buying Solar Panels from Eurasia or Oil from OPEC?
on Mar 19, 2009
•
TAN
Mainland China's Integrated Circuit Production Continues to Expand Rapidly
on Mar 12, 2009
•
ELPDF.PK
,
NELTY.PK
,
SMI
ARM Processors Will Gain 55% of Netbook Market by 2012
on Mar 10, 2009
•
ARMH
,
INTC
Is Intel Trying to Offload Low-End Unprofitable Product Manufacturing?
on Mar 04, 2009
•
INTC
,
TSM
Semiconductor Photomask Market: DNP and Photronics Catching Up to Toppan
on Mar 04, 2009
•
OMG
,
PLAB
Alternative Energy Stimulus Provides Opportunities for Semis
on Feb 27, 2009
•
AMAT
,
IRF
,
IXYS
Alt-Energy Should Boost Demand for Chips
on Feb 12, 2009
•
IRF
,
IXYS
,
MSCC
New Nano Material the Key to Cutting Solar Cell Prices
on Feb 05, 2009
•
KWT
,
TAN
Hard Disk Drive Margins Shrinking in Battle with Flash
on Feb 02, 2009
•
DELL
,
HPQ
1
2
Next Page
Articles by Ticker
AAPL
,
ADI
,
AIQUY.PK
,
AKCPF.PK
,
AMAT
,
AMD
,
AMZN
,
APD
,
ARMH
,
ASML
,
ASYT
,
AUO
,
AXTI
,
CAJ
,
CCMP
,
CDNS
,
CREE
,
CRM
,
CYMI
,
DELL
,
DNZOY.PK
,
DOV
,
DOW
,
ELPDF.PK
,
ENER
,
ERIC
,
ESLR
,
EWT
,
FJTSY.PK
,
FSL
,
FSLR
,
GLW
,
HPQ
,
HTC
,
IBM
,
IDTI
,
IFX
,
IGW
,
INTC
,
IRF
,
IXYS
,
JASO
,
JAVA
,
KOPN
,
KWT
,
LAVA
,
LGERF.PK
,
MENT
,
MOT
,
MSCC
,
MSFT
,
NELTY.PK
,
NOK
,
NSM
,
NVLS
,
OERLF.PK
,
OMG
,
PLAB
,
PSI
,
QCOM
,
RIMM
,
ROH
,
SHCAY.PK
,
SMH
,
SMI
,
SMTGF.PK
,
SNPS
,
SOLR
,
SPWRA
,
SSNLF.PK
,
STM
,
STP
,
STX
,
T
,
TAN
,
TEL
,
TGAL
,
TOSBF.PK
,
TSM
,
TXN
,
UMC
,
VECO
,
VSEA
,
WDC
,
WFR
,
WLFMF.PK
,
XARXF.PK
,
XSD
,
YGE
Latest Comments on Robert Castellano's Articles
pageidea
on
ARM Processors Will Gain 55% of Netbook Market by 2012
: I agree with the above comments, I think ARM will dominate the...
more »
pageidea
on
ARM Processors Will Gain 55% of Netbook Market by 2012
: I agree with the above comments, I think ARM will dominate the...
more »
Will Ray, Jr.
on
2009 Will Be a Bad Year for Semiconductor Equipment Companies
: I like this chart is very interesting. It will be great to see it...
more »
Will Ray, Jr.
on
Intel Facing a Formidable Foe in ARM
: I will check into this argument. I have a Semiconductor M&A group...
more »
grayhair
on
Full Featured Cell Phones Going the Way of the PDA
: Your chart is not labeled well. My guess is that the Smartphone...
more »
TheBoots
on
Full Featured Cell Phones Going the Way of the PDA
: Actually the upfront cost of the phone is only part of the...
more »
einstein p fleet
on
Intel Facing a Formidable Foe in ARM
: INTC should buy ARMH --- Yes it's self-serving, wishful thinking...
more »
onlythetruthhere
on
Full Featured Cell Phones Going the Way of the PDA
: In Philly when one needs money quickly a Fifty Dolla phone of any...
more »
Yagottabe Kidding
on
Full Featured Cell Phones Going the Way of the PDA
: If a phone sells for $50 does it matter if we call it a dumb...
more »
jack.harvard
on
Intel Facing a Formidable Foe in ARM
: Mr Ottelini, or is it really you, should you go to FT or WSJ...
more »
jack.harvard
on
Intel Facing a Formidable Foe in ARM
: Mr Ottelini, why you waste your time here? You should go to...
more »
Robert Castellano
on
Intel Facing a Formidable Foe in ARM
: Hi Kris, Then please tell me what the RIGHT REASONS are. On ...
more »
Robert Castellano
on
Intel Facing a Formidable Foe in ARM
: Hey Paul, SHOW ME THE FACTS. You seem to be in the know, as you...
more »
FatherofTeens
on
Intel Facing a Formidable Foe in ARM
: The smartbook form factor is too big to replace the smartphone as...
more »
Pedro Lupin
on
Intel Facing a Formidable Foe in ARM
: The reference to Linux on smartbook versus Windows is meaningless...
more »
Latest Comments on Robert Castellano's Articles
Latest Comments on Robert Castellano's Articles