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P-40 WarHawk Portfolio

Tech: AAPL

Commodities: PCU, RIO, NUE

Agriculture: (sold: POT)

Aerospace/Defense: PCP, WGOV

Energy: BTU, CHK

Infrastructure: ABB, FWLT, MDR

Industrials: SPW, SNHY, TEX

Rails: UNP

Discretionary: (none)

Financials: (none)

Staples: MO, PM, HEK

Service: FCN

Mood: Buy the deep black bottomless crevasse fear, sell the…less fear.

**Update: 06/13/07**

Portfolio Summary…

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**DISCLAIMER**

Mr. Lin is not a professional money manager and does not have the certification to give financial advice.  This site is intended to discuss stocks and the stock market in a simple, intuitive way but in no way should be considered as official financial or investment advice. Full Disclaimer

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Link Salute: “Fast growth forces image sensor suppliers to change”

Article Summary
How is Europe placed in the global image sensor market? Tom Hausken of market analyst Strategies Unlimited looks at regional revenue shares and the consequences of a fabless versus integrated manufacturing approach.

Great article on the chip manufacturing industry, not just image sensors as the title suggests.Ā  Almost qualifies as a industry research report.Ā  This is a wonderful read for those of us who don’t work in chip design or manufacturing- so we understand industry trends, challenges, and supply chain strategies are working now so we can look for them and listen for them from company management.Ā  My friend from NVidia agrees with the article’s conclusions so I’ll take this article for what its worth.Ā  Gotta sign up for a free account, but this site has great info so you should be signed up already! (no i’m not affiliated with them…just an honest promotion of a good product)

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One Response to “Link Salute: “Fast growth forces image sensor suppliers to change””

  1. MoneyQs » Blog Archive » Link Salute: ā€œFast growth forces image sensor suppliers to changeā€ Says:

    [...] Trey Thoelcke wrote an interesting post today onHere’s a quick excerptArticle Summary How is Europe placed in the global image sensor market? Tom Hausken of market analyst Strategies Unlimited looks at regional revenue shares and the consequences of a fabless versus integrated manufacturing approach. … [...]

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