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Robert Castellano
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Articles (45)
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Comments (21)
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Where's the Semi Equipment Market Headed in 2010?
on Dec 28, 2009
•
ASML
,
CYMI
,
INTC
Applied Materials' Semitool Acquisition: The Best Deal It Ever Made
on Nov 23, 2009
•
AMAT
,
AMD
,
ANAT
Why I'm Cautious About the Semiconductor Equipment Market
on Sep 16, 2009
•
INTC
,
SSNLF.PK
,
TOSBF.PK
Western Digital Could Lead Hard Drive Market in 2009
on Aug 03, 2009
•
FJTSY.PK
,
STX
,
TOSBF.PK
Intel Facing a Formidable Foe in ARM
on Oct 02, 2009
•
AMZN
,
ARMH
,
FSL
MEMS Microphone Will Be Hurt by Downturn in Smartphone Market
on Aug 23, 2009
•
AAPL
,
ADI
,
DNZOY.PK
Full Featured Cell Phones Going the Way of the PDA
on Oct 26, 2009
•
ERIC
,
JAVA
,
MOT
The Roller Coaster Ride Continues in LCD Panel and Equipment Sales
on Sep 11, 2009
•
AUO
,
LGERF.PK
,
SHCAY.PK
Chrome OS Will Strengthen ARM’s Assault in the Netbook Market
on Jul 14, 2009
•
ARMH
,
CRM
,
HPQ
Why Investing in Taiwan Will Help Fix China’s Broken IC Industry
on May 28, 2009
•
ELPDF.PK
,
EWT
,
NELTY.PK
ARM Processors Will Gain 55% of Netbook Market by 2012
on Mar 10, 2009
•
ARMH
,
INTC
Hard Disk Drives Losing Battle to Flash Memory
on Dec 19, 2008
•
STX
,
VECO
,
WDC
2009 Will Be a Bad Year for Semiconductor Equipment Companies
on Jan 05, 2009
•
AMAT
,
IBM
,
INTC
Mainland China's Integrated Circuit Production Continues to Expand Rapidly
on Mar 12, 2009
•
ELPDF.PK
,
NELTY.PK
,
SMI
The Future of the MEMS Market
on Dec 16, 2008
•
ADI
,
DOV
,
FSL
Semiconductor Photomask Market: DNP and Photronics Catching Up to Toppan
on Mar 04, 2009
•
OMG
,
PLAB
Five Bright Spots in High-Tech for 2009
on Dec 10, 2008
•
GLW
,
QCOM
,
TAN
Hard Disk Drive Industry Not Immune to Economic Downturn
on Nov 10, 2008
•
STX
,
VECO
,
WDC
Hard Disk Drive Margins Shrinking in Battle with Flash
on Feb 02, 2009
•
DELL
,
HPQ
High Battery Costs for Electric Vehicles Obstructing Semiconductors' Growth
on Apr 09, 2009
Jump in Q2 Smartphone Orders Lifts Silicon MEMs Microphones
on Jun 02, 2009
•
ADI
,
FSL
,
HPQ
Did Intel Misjudge Success of the Netbook?
on Jan 08, 2009
•
INTC
Lithography Tools Driving Photoresist Market
on Apr 23, 2009
•
ASML
,
CAJ
,
DOW
Intel Is Still Bogged Down by Atom Processor
on Apr 15, 2009
•
INTC
Alternative Energy Stimulus Provides Opportunities for Semis
on Feb 27, 2009
•
AMAT
,
IRF
,
IXYS
Nanomaterials: A High-Tech Bright Spot in 2009
on Dec 08, 2008
•
PSI
,
ROH
,
SMH
LCD, Photomask and Semiconductor Equipment All Down for 2009
on Jul 10, 2009
•
IGW
,
PSI
,
SMH
What’s Behind the Recent Move in Photronics Stock
on May 29, 2009
•
PLAB
The Line Between Netbooks and Notebooks Is Blurring
on Apr 03, 2009
•
AKCPF.PK
,
DELL
,
HPQ
Semiconductor Equipment / Material Suppliers Must Consolidate to Grow
on Mar 24, 2009
•
XSD
Alt-Energy Should Boost Demand for Chips
on Feb 12, 2009
•
IRF
,
IXYS
,
MSCC
No Upturn for Semi Equipment Until June at Earliest
on Jan 21, 2009
•
AMD
,
APD
,
ASYT
1
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MENT
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PLAB
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QCOM
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RIMM
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ROH
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SHCAY.PK
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SMH
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SMI
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STM
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T
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TAN
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TGAL
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TOSBF.PK
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TXN
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XSD
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YGE
Latest Comments on Robert Castellano's Articles
User 493967
on
Where's the Semi Equipment Market Headed in 2010?
: If the lithography sales/front end industry performance will...
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 »
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 »
Latest Comments on Robert Castellano's Articles
Latest Comments on Robert Castellano's Articles