View From Florida (Part II), December 30, 2006

View From Florida (Part I), December 27, 2006

The last 30 days (Dec'06 edition), December 18, 2006

NAND profits?, December 15, 2006

The NAND price recovery, December 13, 2006

Even fishier, December 6, 2006

Employment bandwagon (Nov'06), December 1, 2006

All RE is local (Nov'06 edition), November 30, 2006

The last 30 days (Nov'06 edition), November 22, 2006

Wafer area vs. IC sales, November 19, 2006

The real "news" in VC funding..., November 15, 2006

The real "news" from SIA..., November 11, 2006

Neighborhood RE Specialist, November 5, 2006

Something seems fishy..., November 1, 2006

All RE is local (Oct'06), October 29, 2006

Employment bandwagon (Oct'06), October 25, 2006

The Last 30 days (Oct'06 Edition), October 23, 2006

The real news in PCs, October 20, 2006

Fab Shakeout?, October 19, 2006

"One thing leads to another," October 15, 2006

Solar power hype v3.0, October 10, 2006

An overheard conversation, October 7, 2006

"Demand" is "strong," fabs are "full"..., October 1, 2006

Wafer Shortage?, September 28, 2006

All RE is local (Sep'06), September 26, 2006

The Last 30 days (Sep'06 edition), September 22, 2006

Solar power wafer demand, September 15, 2006

Red Herrings From Red Herring, September 11, 2006

"Wafer area" relevance?, Conclusion, September 8, 2006

"Wafer area" relevance?, Chapter 2, September 6, 2006

"Wafer area" relevance?, Chapter 1, September 5, 2006

Intel From The Inside, September 3, 2006

SEMI-confusion, September 1, 2006

The refuge of scoundrels, August 30, 2006

Why upgrade SEMI now?, August 26, 2006

All RE is local, August 22, 2006

The last 30 days (Aug'06 edition), August 20, 2006

Does wafer growth impact profits? (v2.0), August 19, 2006

Chip design jobs going next, August 16, 2006

"Always" and "Inexorable", Conclusion (2006), August 9, 2006

NAND prices vs. iPOD sales, August 8, 2006

Housing Boom Busting, August 7, 2006

R&D Office Stats Rigged?, August 6, 2006

"Always" and "Inexorable"?, Chap 3, The Reply, July 27, 2006

"Always" and "Inexorable"?, Chap. 2, July 25, 2006

"Always" and "Inexorable"?, Chapter 1, July 24, 2006

The Last Days?, July 21, 2006

Net neutrality... and... that... word, July 15, 2006

"Property values (still) point up"?, July 10, 2006

Is DQ playing with the stats?, July 7, 2006

New jobs vs. VC funding, July 1, 2006

Not just in California, December 31, 2005

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