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Archive for February, 2009

Five issues that will survive the semiconductor industry’s nuclear winter – Part-I.

02.27.2009 · Posted in Actel, ACTL., Altera, ALTR, AMAT, BRCM, Broadcom, INTC, Intel, KYO, Kyocera, Lam Research, Lattice, Linear Tech, LLTC, LRCX, LSCC, Marvell, Maxim, Micron, MRVL, MU, MXIM, Novellus, NVDA, nVidia, NVLS, SanDisk, SNDK, SSTI, Texas Instruments, TXN., Uncategorized, Xilinx, XLNX

Yesterday morning, Gartner and IDC had sobering news for the semiconductor business. Sales will be down anywhere from 15% to 33% from about $250 Billion in 2008, and with sales exceeding 2008 levels only in 2012 or 2013. ASP's [average selling price] for all memory makers is in the trash, and even high margin ...

No Comments » Tags: Actel, ACTL., Altera, ALTR, AMAT, BRCM, Broadcom, INTC, Intel, KYO, Kyocera, Lam Research, Lattice, Linear Tech, LLTC, LRCX, LSCC, Marvell, Maxim, Micron, MRVL, MU, MXIM, Novellus, NVDA, nVidia, NVLS, SanDisk, SNDK, SSTI, Texas Instruments, TXN., Xilinx, XLNX

TARP – my way. Reinstate Glass-Steagall.

02.15.2009 · Posted in American Express, AXP, Banking Collapse, Banking Collapse of 1933, Bernard Madoff, Bernie Madoff, FDIC, G-S, Glass-Steagall, GLB, GLB Act, Goldman-Sachs, Gramm-Leach-Bliley, GS, Madoff, Morgan-Stanley, MS, Reinstate Glass-Steagall, TARP, Uncategorized

The Gramm-Leach-Bliley [GLB] act repealed Glass-Steagall [G-S] - which was the law of the land here in the USA from 1933 to 1999. G-S created the FDIC, and prohibited large private banks - whose primary business is the investment business - from receiving deposits from the public. My Rx for America involves a dose of ...