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-AMAT -Supply chain can’t keep up with expanding business
-May be longer term issue which will limit upside
-Being tough on vendors may have come back to bite Applied
-Fixing supply chain will likely take longer than the current cycle
Supply Chain issues come home to roost
Applied Materials missed on both earnings and revenues… Read More
I talked to Dado Banatao today. He is managing partner at Tallwood Venture Capital today but back in the mid-1980s he was the founder of Chips and Technologies, the first fabless semiconductor company. The rumors that they had a hard time raising money because VCs couldn’t comprehend a fabless semiconductor company are … Read More
