Apple’s iPAD 3 Kicks Off a Season For Silicon Valley Re-Alignments

Apple’s iPAD 3 Kicks Off a Season For Silicon Valley Re-Alignments
by Ed McKernan on 02-13-2012 at 3:43 pm

The Corporate PC may finally be on life supports and with it the purveyors of the hardware and software solutions as consumer adoption of new technology outpaces the carefully planned IT budgets that guarantee positive 3 year Returns on Investments (ROI). The Apple of the consumer’s eye will soon feast on the iPAD 3 with its retina… Read More


The New Semiconductor Economy

The New Semiconductor Economy
by Daniel Nenni on 07-04-2010 at 1:29 pm

Bill Wiseman of McKinsey & Company presented “Waking up to the new normal, the world economy after the great recession” at a recent ITAC GSA Conference. Bill supports my previous semiconductor financial predictions in great and graphical detail.

In the United States: unemployment claims are up, home sales are down without… Read More