Volume 2, Issue 1
Consumer-Like Silicon Era
The consumer is the final frontier! Any you thought space was the final frontier! March 17, 2004 panel discussion hosted by Silicon Valley Bank and D-Side Advisors.
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Volume 1, Issue 16
Accelerating Profitability For Semiconductor Companies
(Part II of II)
What do customers want and how can you provide it given rising design costs? Also, key panel take-a-ways. |
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Volume 1, Issue 15
Accelerating Profitability For Semiconductor Companies
(Part I of II)
Are you just picking up coins in front of a steamroller? A spirited panel discussion hosted by Silicon Valley Bank, KPMG and D-Side Advisors on November 18, 2003. |
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Volume 1, Issue 14
Looking Toward the Recovery
Happy Halloween — Trick or Treat? |
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Volume 1, Issue 13
Harmonic Convergence: The Winners
(Part 4 or 4)
Chill the champagne. Here are four upbeat technology themes and opportunities for ICs in 2003-2005.
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Volume 1, Issue 12
Harmonic Convergence: Infrastructure and Presentation Become Paramount
(Part 3 or 4)
Chill the champagne. Here are four upbeat technology themes and opportunities for ICs in 2003-2005.
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Volume 1, Issue 11
Harmonic Convergence: Connectivity Wins (Part 2 or 4)
Chill the champagne. Here are four upbeat technology themes and opportunities for ICs in 2003-2005.
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Volume 1, Issue 10
Harmonic Convergence: What Does the Near-Term Future Hold for ICs? (1 of 4)
Chill the champagne. Here are four upbeat technology themes and opportunities for ICs in 2003-2005.
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Volume 1, Issue 9
CapEx Survivors —Who will get voted off the Island?
Place your bets on the survivors in IC Industry. Contestants to get ahead learn to live off the land, face life threatening challenges, forge alliances, and win immunity on occasion. If your name is called at Tribal Council, please extinguish your torch and leave the IC Island immediately. Outwit, Outplay, and Outlast. |
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Volume 1, Issue 8
Good News - PCs growth UP, Bad News -Replacement Cycle at 5 years!
When you see this phenomenon occur it usually signals a mature market. Power-buyers stay home. “Good enough” will be what a majority of users will pay for. |
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Volume 1, Issue 7
First-Half GDP Growth Estimates Fade — What YOU can do!
Before the invasion of Iraq the news is negative in the IC biz. But wait, here we present seven dynamite ways to use downtime to gain profitability. |
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Volume 1, Issue 6
Fab Utilization: It all about the YIELD!
Like a Harlequin novel it’s all about yield. In the a ramp-up to a smaller geometry you may find that the yield is not what you wished. |
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Volume 1, Issue 5
Nokia Sales to Fall Up to 20% —Pray for Centrino or Look for Continued IC Growth Pressure.
If cell phone sales are slowing, start talking to teenagers and CIOs for early data on the shift to something new. Maybe it’s Wi-Fi. Maybe it’s a Centrino in a gadget. |
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Volume 1, Issue 4
Jerry Sanders Accuses Intel of Stifling Innovation — Jerry's Distortion Field.
In what hopefully will be his last public bashing of Intel, Jerry argues that Intel’s Centrino is not innovative. Stuck in time, Jerry still thinks it’s about the fastest processor. Once again, he missed the market shift. |
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Volume 1, Issue 3
Samsung Delays 300mm Equipment Orders —It’s a Long, Cold Summer.
Is the report of big fab’s death premature? Or is this the last gasp of the old IC manufacturers who are following outdated behaviors. |
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Volume 1, Issue 2
The Good, the Bad and the Ugly of IT Spending — ITs Bad for Semiconductor Industry.
Guess what, in 2003 IT departments are risk adverse. The glass is truly 2/3 empty as IT spending has yet to materialize. |
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Volume 1, Issue 1
Are Tech Stocks Undervalued? Look at the underlying Growth Rates.
Our billboard reads, “The end of the bear market is near.” But our rule is, don’t buy into tech until you see at least five strait days of Mercury New front-page articles on “Tech Is Dead.” |
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