Where are the hot start-ups?, June 22, 2005

Further Misallocation!, June 12, 2005

"Strategy" review, June 11, 2005

Apple /Intel reviews, June 6, 2005

NAND Flash: Spot price plunged, May 31, 2005

Are we just perpetually bearish?, May 24, 2005

"Strategy" --revised, May 17, 2005

Semi bloviating, May 15, 2005

A tidal wave of commercial real estate, May 5, 2005

Monty Guild on Housing, May 2, 2005

What's good for Intel..., April 27, 2005

PR masquerading as "news", April 19, 2005

At least you can see a "strategy", April 14, 2005

Bay Area house prices never go down?, April 8, 2005

Mar'05 Denali Memory Report, April 6, 2005

"The economy & Silicon Valley", April 3, 2005

Playing with the housing stats, March 26, 2005

Playing with the jobs stats, March 19, 2005

The Cycle Turns..., March 15, 2005

Intel "news" vs. Company Financials 4Q FY 2004, March 12, 2005

It's all in how you measure, March 9, 2005

SEMI's Jan B:B drop-- Only billings count?, Feb. 23, 2005

Memory Update, February, 2005

Consumer Electronics Insights, February 15, 2005

Is this it?, February 5, 2005

Changing the story, January 28, 2005

PC-topia, January 25, 2005

San Jose follies, January 19, 2005

Housing Snapshot, January 5, 2005

IBM /Lenovo Part 2: After the "spin"... , December 29, 2004

IBM /Lenovo Part 1: The underlying market(s), December 21, 2004

The inverse boom, June 26, 2004

(back to current missives...)