Business and Finance
PRINCETON, N.J. (Map) -
Editor
To read McWilliams' State of Tech series that is designed to prepare investors for the July earnings season, please accept our invitation to take a free 21-day no risk test drive with Next Inning by visiting the following link:
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McWilliams covers these topics and more in his most recent report:
-- McWilliams explains to readers that Chang's return as CEO of TSMC isn't something that can be explained in "sound bites" and, for the most part, is being misread by the technical press.
-- What has distinguished the current down-cycle from the tech-wreck of 2001 and 2002?
-- Does McWilliams think major semiconductor fabrication companies are likely report revenues above the current consensus for calendar Q2?
-- Does McWilliams see consolidation as the best way for the semiconductor fabrication industry to move forward? Which companies does he see as most likely to be involved in future consolidation?
-- Why has Chartered Semiconductor seen such a significant increase in market share during the last two quarters?
-- Since calling Chartered and SMIC attractive in a
-- Should investors consider making a speculative bet on Tower Semiconductor? What evidence supports the contention that this stock could move higher from its current price of pennies per share?
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