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Last month I attended the 2018 U.S. Executive Forum where Wally Rhines was one of the keynotes. I was also lucky enough to have lunch with Wally afterwards and talk about his presentation in more detail and he sent me his slides which are attached to the end of this blog.
The nice thing about Wally’s presentations is that they are not … Read More
The SEMI Industry Strategy Symposium (ISS 2018) started today with session one on economic trends. Daniel Niles (Alpha One Capital Partners) started it off with “A Golden Age for Global Growth – Semiconductor revenues up over 20% y/y (The Good News is Also the Bad News)”. The good news of course is that semiconductors continue… Read More
