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infras

  1. SEMI B2B: http://www.semi.org/en/Press/CTR_030337 3:38 PM Jun 18th from web
  2. Gartner Session -- Strategies for a Recovery: http://infras.wordpress.com/2009/06/17/gartner-strategies-for-recovery/ 5:56 PM Jun 17th from web
  3. Texas Instruments (TXN) ups numbers: http://bit.ly/Oni3H 2:52 PM Jun 8th from web
  4. RT @dptracy -- So combined, SPIL and ASE sales for May at ~12% below Oct 2008. Steep climb up from the bottom. 1:44 PM Jun 8th from web
  5. AMD has to play the game: http://bit.ly/HAX0U 1:30 PM Jun 8th from web
  6. Netbook, smartbook, mini-notebook? Arm, Snapdragon, Atom? The battle looms: http://bit.ly/9ybie 10:26 AM Jun 2nd from web
  7. NEMA's North American EBCI indicates trough in the Electronics Industry. News Releases here: http://www.nema.org/media/pr/20090527a.cfm 8:56 AM Jun 2nd from web
  8. RT @semiconductor Chartered Semiconductor Denies Reports of Abu Dhabi Takeover Bid - Blooomberg: http://bit.ly/N73FU 8:42 PM May 28th from web
  9. Is Abu Dhabi (Global Foundries) making a run at Chartered? http://bit.ly/i51km 5:01 PM May 28th from web
  10. RT @SEMI_mktstats & @singsing122000 Semiconductor fabs closed and fabs starting operation between 1995 and 2010. http://bit.ly/IDJNO 11:56 AM May 28th from web
  11. RT @rklau Hilarious: "I’d be better off connecting a strawberry Pop-Tart to the motherboard." http://bit.ly/w1Ino LOL! 8:25 AM May 28th from web
  12. More TSM news: http://bit.ly/hOXT0 12:19 PM May 27th from web
  13. DFM, undefined: http://bit.ly/ym8Hg 12:03 PM May 27th from web
  14. TSM DFM noise: http://bit.ly/ThTEu 12:00 PM May 27th from web
  15. U-Shaped Recovery for Semis& PCBs from BPA Consulting: http://bit.ly/Y0Igg 3:31 PM May 26th from web
  16. Presentations for Nano-Geeks :-) http://bit.ly/10izMk 11:54 AM May 26th from web
  17. RT @SEMI_mktstats - North American Semiconductor Equipment Industry Posts April 2009 Book-to-Bill Ratio of 0.65 http://bit.ly/1FASr7 5:16 PM May 21st from web
  18. Chip Designs on the Rise (this is a good, longer term sign for the industry: http://tinyurl.com/obrzdr 5:11 PM May 21st from web
  19. Think outside the box! Tepid DRAM recovery, etc. All sounds familiar: http://bit.ly/z8fOj . 12:42 PM May 19th from web
  20. Business vs. Semi stock recoveries: http://bit.ly/13xc9S 11:53 AM May 19th from web
  • Name Carl Johnson
  • Location Baileys Harbor, Wisconsin
  • Web http://infras.wor...
  • Bio Technology Analyst and Investor
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