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  • A Roundup of Analysts' Views of CES [View article]
    Long-Short Guy: agree with you that the component players are a better way to play flat panels than the systems guys.
    Jan 13 13:59 pm |Rating: 0 0 |Link to Comment
  • A Roundup of Analysts' Views of CES [View article]
    The shift to Blu-ray means that the HD-DVD market can finally take off, as consumers won't wait any long to see who wins. Dolby and DTS are two of the winners here. (I have positions in neither.)
    Jan 13 13:58 pm |Rating: 0 0 |Link to Comment
  • iPhone Unpacked [View article]
    Wonder what the *incremental* impact is on these suppliers, ie. which suppliers aren't in phones that the iPhone will take share from, and which suppliers make sufficient margin on their iPhone components to impact their profits.
    Jul 03 16:23 pm |Rating: 0 0 |Link to Comment
  • iPhone: A Look Inside [View article]
    ... and that the value is migrating from hardware components to software and usability/design.
    Jul 02 17:15 pm |Rating: 0 0 |Link to Comment
  • Semis With Highest, Lowest Production To Sales Ratio [View article]
    Why would MEMC Electronics (WFR) be underproducing unless it was (a) trying to work off excess inventory, or (b) facing production problems?
    Jun 04 16:37 pm |Rating: 0 0 |Link to Comment
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