Saturday, May 7, 2011

IHS iSuppli Reports Apple as the Second Largest Buyer of MEMS Sensors in 2010

IHS iSuppli Reports Apple as the Second Largest Buyer of MEMS Sensors in 2010

Smart Phones are driving the MEMS Microphones and sensors to stellar growth. Competition for this burgeoning market is now heating up as suppliers are descending on the market. Knowles has enjoyed a near 80% MEMS Microphone share for most of the past decade. The next 3 years will see intense competition as the market matures. History has shown that typically the top two or three suppliers will be significantly more profitable than those that lag. Who will they be?

Thursday, May 5, 2011

AMAT-Varian deal: What analysts are saying

AMAT-Varian deal: What analysts are saying

If you can't beat them buy them:) AMAT has picked up the crown jewel of the ion implantation market and added Varian's Solar platform.

They paid a significant premium but, Varian's market clout and strong balance sheet complete the AMAT Dynasty.

Will ASML be the target of an acquisition? How are the most likely candidates.