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The best insights into Silicon Valley & bio/pharma stocks, companies and their management.

As a partner of [company name deleted - as it was recently formed], I attended the Analysts' Day at nVidia on June 16, 2009. Excerpts follow.

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Previewing Earnings for Priceline.com, Green Mountain, Monster Beverage & Others (GRPN, GMCR, PCL...

(tickerspy.com, 5/8/13)

(NVDA) NVIDIA Extends Share Repurchase Plan

(Stock Blog Hub,... read more

Posted on 07:10, June 17, 2009

Among the companies that we looked at in the prior article, many can be eliminated with ease. So, let’s get the job done systematically. a. Applied Materials. With pristine financials and the enviable position as the #1 purveyor of machines that the semiconductor industry needs to make their chips, Applied flies through the initial screen. [...]

Posted on 09:24, June 9, 2009

Semiconductor sales for 2009 will be down anywhere up to 25% from about $250 Billion in 2008, and with sales exceeding 2008 levels only in 2012 or 2013. ASP’s [average selling price] for all memory makers is in the trash, and for high-margin companies like Linear (LLTC), Maxim (MXIM), Analog Devices (ADI); their sales to [...]

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(ITRI) Invest... read more

Posted on 09:21, June 9, 2009
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