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Robert Castellano

 
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  • Strong Growth for Semiconductor Equipment in Booming Niche Market
    Jul. 20, 2011 UTEK, AMAT, SSNLF Comment!
  • Competition Intense in Semiconductor Chemicals and Materials Sectors
    Jun. 3, 2011 BASFY, KMG, AIQUY Comment!
  • Solar Module Dynamics Shift to Rooftops
    May. 23, 2011 JKS, CSIQ, YGE 4 Comments
  • Intel Should Give Up on the Atom
    Mar. 22, 2011 INTC 19 Comments
  • Western Digital Wins Hard Disk Drive Battle in 2010
    Mar. 7, 2011 STX, WDC, SSNLF Comment!
  • What’s in Store for ASML in 2011?
    Jan. 10, 2011 ASML, NINOF Comment!
  • Mobile Internet Device Market Grew 72% in 2010
    Jan. 5, 2011 ARMH Comment!
  • Solar Cell Production Equipment to Grow 34% in 2011
    Dec. 29, 2010 AMAT, GTAT, OERLF 1 Comment
  • It's a GaAS: Critical Component for Cell Phone Circuits Grows in 2010
    Dec. 15, 2010 RFMD, ANAD, TQNT 1 Comment
  • Roller-Coaster Ride Continues in LCD Equipment Sales
    Nov. 29, 2010 SSNLF, LPL, CAJ Comment!
  • How China's Rare Earth Embargo Impacts High Tech Companies
    Nov. 5, 2010 INTC, AMD, TXN 22 Comments
  • The Semiconductor Equipment Bubble Has Burst
    Oct. 25, 2010 SMH, AMAT, AMD 5 Comments
  • Repercussions of a Deteriorating Semiconductor Industry
    Aug. 16, 2010 SSNLF, ELPDF, MU 9 Comments
  • Leading Indicators: WLI, SOX - and Now S&P 500
    Jul. 1, 2010 SPY 4 Comments
  • Leading Indicators, WLI, And the Sox
    Jun. 22, 2010 ALTR, AMAT, AMD 6 Comments
  • Competition for Market Share Remains Intense in Semiconductor Chemicals and Materials Sectors
    Jun. 17, 2010 APD, HON, BASFY Comment!
  • Will Rising Oil Prices Make the Solar Industry Shine?
    Apr. 7, 2010 AMAT, FSLR, FOE 18 Comments
  • Still a Roller Coaster Ride in LCD Panel and Equipment Sales
    Mar. 18, 2010 AMAT, SSNLF, LPL Comment!
  • Semiconductors: Applied Materials vs. Novellus
    Feb. 18, 2010 AMAT, NVLS, FCS 3 Comments
  • Where's Semiconductor Equipment Headed in 2010? (Part 2)
    Jan. 14, 2010 SMH, ASML, TSM Comment!
  • Where's the Semi Equipment Market Headed in 2010?
    Dec. 28, 2009 ASML, INTC, NINOF 1 Comment
  • Applied Materials' Semitool Acquisition: The Best Deal It Ever Made
    Nov. 23, 2009 ANAT, SMTL, CAJ Comment!
  • Full Featured Cell Phones Going the Way of the PDA
    Oct. 26, 2009 JAVA, QCOM, NOK 4 Comments
  • Intel Facing a Formidable Foe in ARM
    Oct. 2, 2009 INTC, ARMH, MSFT 11 Comments
  • Why I'm Cautious About the Semiconductor Equipment Market
    Sep. 16, 2009 INTC, SSNLF, TSM Comment!
  • The Roller Coaster Ride Continues in LCD Panel and Equipment Sales
    Sep. 11, 2009 SSNLF, LGERF, AUO Comment!
  • MEMS Microphone Will Be Hurt by Downturn in Smartphone Market
    Aug. 23, 2009 ADI, WLFMF, STM 5 Comments
  • Western Digital Could Lead Hard Drive Market in 2009
    Aug. 3, 2009 STX, WDC, TOSBF 1 Comment
  • Chrome OS Will Strengthen ARM’s Assault in the Netbook Market
    Jul. 14, 2009 INTC, MSFT, CRM 3 Comments
  • LCD, Photomask and Semiconductor Equipment All Down for 2009
    Jul. 10, 2009 SMH, PSI, XSD Comment!
  • Just When Will the Semiconductor Equipment Market Turn Around?
    Jun. 29, 2009 SMH 1 Comment
  • Are Clouds Over the Solar Industry Dissipating?
    Jun. 17, 2009 FSLR, ESLRQ, YGE 4 Comments