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JakilaTheHun (99.93)

September 2008

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All Quiet on the DRAM Front: Can MU Survive the War of Attrition?

September 30, 2008 – Comments (0) | RELATED TICKERS: MU , QI

It’s difficult to imagine that the memory market can stay in its present condition much longer, particularly after the blood baths (i.e. the negative earnings) that have been decimating the industry recently.  Competitors in the DRAM and NAND flash markets have been engaged in what amounts to a war of attrition; a stalemate of sorts that will simply last until a few companies run out of resources.  With the economy in a slump, it appears that the markets for memory will only weaken more over the next few quarters or longer, exacerbating things even further for companies barely holding on right now.   [more]

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What's the Price of CREE?

September 26, 2008 – Comments (0) | RELATED TICKERS: CREE

Cree is a semiconductor manufacturer headquartered in the Raleigh-Durham Metro region of North Carolina.  They are primarily known for producing light-emitting diodes or “LEDs” as most people probably know them.  Cree also makes power and radio frequency (RF) products, but most of their sales and most of their potential comes from the LED sphere.    [more]

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ROI, the Paulson Plan, and the Rise of Neo-Mercantilism

September 24, 2008 – Comments (0)

As our government continues to recklessly spend its way into an increasingly larger debt, it's about time that American society embraces a different disposition towards government. For years, we've all heard "pro-government" versus "anti-government" arguments but this strikes me as nothing more than an exercise in ideological hogwash. Government is absolutely necessary in certain areas and not needed in others; it's difficult to dispute this. Moreover governments are a lot like corporations --- sometimes they are run well and sometimes not-so-much. Hence, "more government" or "less government" is not the correct question; rather, the following questions should be asked in regards to any policy proposal:  [more]

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