N.A. Semiconductor Equipment BB Ratio to Four Year Low - Sign of a Downturn?
Summary BB ratio down to 0.91 for the first time in four-year and below parity in 11 months: North America-based manufacturers of semiconductor...
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Intel Is Not the Company Bernstein Thinks It Is
In January, we pushed back on Bernstein, saying that its Intel rating was still based on old execution scars versus what a working 18A ramp would...
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What Trump Means for Global Telcos
With markets trying to make sense of the election of President Trump, we have looked at the implications on the stocks we cover globally (the...
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Analog Chip Demand Still Cruising Along in Autos, but Valuations Are in Overdrive
In our August 2015 Technology Observer, "Driving Through the Fog Around Analog," we highlighted several key themes that investors should consider...
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Bitcoin – A Crowd-Pleaser Once Again
Money has been in existence for many millennia but until very recently it has been limited to one of two forms: commodity-based or fiat. Both...
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