Profile for brokenst0nes
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Date Joined Jan 31 2011 User Level
Posts 862 Boards Moderated3
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Personal Information
Location: Old world side of the big pond
Favorite Stocks: Semiconductors and cleantech
Investment Style: Sector specialisation, 360ยบ view
Interests and Hobbies: Anything tech, swimming, fantasy football
Quote: Timing is everything
25 Most Recent SubjectsLast PostPosts
Peregrine Semiconductor (PSMI) 05-22-13 02:53 PM 21
InvenSense (INVN) 05-22-13 11:16 AM 105
Silicon Motion Inc. (SIMO) 05-17-13 05:00 PM 3
AMD, ARMH, INTC, NVDA 05-14-13 07:20 AM 221
Wennerstrom Semi Equipment Analysis05-09-13 11:10 AM 69
Qualcomm Moderated Thread - please read rules before posting05-08-13 12:35 PM 87
SanDisk Corporation (SNDK)05-03-13 09:18 AM 167
Alternative energy04-22-13 08:04 AM 121
BROADCOM (BRCM)04-09-13 09:00 AM 11
Silicon Investor - New feature discussion04-08-13 11:39 AM 5
The Electric Car, or MPG "what me worry?" 04-07-13 08:00 PM 21
Nokia Corp. (NOK)04-05-13 12:15 PM 2
Cree Inc.03-20-13 10:49 AM 4
Android OS - GOOG 03-15-13 12:47 PM 2
To YAHOO! or not to?!03-12-13 07:22 PM 2
Google03-08-13 11:19 AM 5
Picks of the quarter 03-01-13 03:48 PM 2
Apple Inc.01-26-13 05:51 PM 2
Smartphones: Symbian, Microsoft, RIM, Apple, and Others 10-27-12 08:10 AM 6
Effective Collaboration - Team Research for Better Returns: 09-04-12 02:27 PM 1
Netflix (NFLX)08-16-12 06:04 AM 2
AONE: A123 Systems 08-10-12 05:16 AM 2
Full Disclosure Trading05-04-12 12:58 PM 1
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Posts by brokenst0nes
MessageSubjectRecsDate/Time (ET)
'[url=http://www.radio-electronics.com/articles/rf-topics/meeting-the-challenginPeregrine Semiconductor (PSMI)  05/22/2013 02:53:57 PM
New office, got to put the new people somewhere. Rent look cheaper. maybe not toInvenSense (INVN)  05/22/2013 11:16:00 AM
'[url=http://www.nujira.com/pages/files/Papers_and_Presentations/Nujira_EnvelopePeregrine Semiconductor (PSMI)  05/19/2013 03:23:54 PM
Different functions, Elroy was talking about the LTE transceiver while the chip Silicon Motion Inc. (SIMO)  05/17/2013 05:00:19 PM
'[url=http://semimd.com/blog/2013/05/16/new-foundry-gold-rush-rf-soi/]http://semPeregrine Semiconductor (PSMI)  05/16/2013 08:07:49 PM
'[url=http://www.abiresearch.com/blogs/phablets-growing-strength-strength/]http:AMD, ARMH, INTC, NVDA  05/14/2013 07:20:05 AM
Linley's view on the subject. Of course no mention of massive cost on Intel siAMD, ARMH, INTC, NVDA  05/13/2013 09:03:40 PM
Yep 3 and 4 similar, like the idea and what opportunity it might present to certAMD, ARMH, INTC, NVDA  05/13/2013 02:54:46 PM
'[url=http://blogs.barrons.com/techtraderdaily/2013/05/13/asml-tops-intc-vulneraAMD, ARMH, INTC, NVDA  05/13/2013 11:51:42 AM
'[url=http://blogs.strategyanalytics.com/RFC/post/2013/05/03/CMOS-PA-AcquisitionPeregrine Semiconductor (PSMI)  05/13/2013 09:17:25 AM
CRUS up another 5% today, good reversal play if you believe Apple isn't on the wWennerstrom Semi Equipment Analysis 05/09/2013 11:10:03 AM
Either Qualcomm or Intel, surprising if someone else won that slot. Do you expecQualcomm Moderated Thread - please read  05/08/2013 12:35:26 PM
Are you assuming a new lower cost iPhone would have a LTE baseband, or stay withQualcomm Moderated Thread - please read  05/08/2013 10:32:35 AM
Xperia Z teardown with same Murata ASM. (Cellular slide) [url=http://www.itmePeregrine Semiconductor (PSMI)  05/06/2013 04:31:35 PM
'[url=http://www.anandtech.com/show/6936/intels-silvermont-architecture-revealedAMD, ARMH, INTC, NVDA  05/06/2013 02:14:01 PM
Dual sourcing/commercial, teardown of S4 with 3G has Samsung NAND. Guess it wilSanDisk Corporation (SNDK) 05/03/2013 09:18:56 AM
'[url=http://www.eetimes.com/design/microwave-rf-design/4412881/Active-antennas-Peregrine Semiconductor (PSMI)  05/01/2013 01:09:11 PM
Windows and Windows RT only run on AMD/Intel and Nvidia/Qualcomm respectively. AMD, ARMH, INTC, NVDA  04/30/2013 11:35:46 AM
That comment doesn't make a lot of sense, carrier aggregation even for Qualcomm Silicon Motion Inc. (SIMO)  04/26/2013 09:28:03 AM
Intel, Broadcom, MediaTek etc are small companies who haven't spent any significQualcomm Moderated Thread - please read 304/25/2013 09:09:29 PM
Xperia Z tablet with Murata ASM containing a Peregrine SP8T switch. [url=httpPeregrine Semiconductor (PSMI)  04/25/2013 12:48:53 PM
That was for 'branded' shipments, but still that's the problem with most of thesAMD, ARMH, INTC, NVDA  04/25/2013 10:16:14 AM
'[url=http://www.prnewswire.com/news-releases/strategy-analytics-apple-maintaiAMD, ARMH, INTC, NVDA  04/25/2013 09:45:52 AM
A Lovelorn Gyroscope [url=http://www.eejournal.com/archives/articles/20130408-oInvenSense (INVN)  04/23/2013 02:14:55 PM
'[url=http://blogs.barrons.com/techtraderdaily/2013/04/23/armh-jumps-13-on-q1-beAMD, ARMH, INTC, NVDA  04/23/2013 01:52:13 PM
ABB bets on solar power with $1 billion takeover [url=http://www.reuters.com/arAlternative energy204/22/2013 08:04:11 AM
'[url=http://semimd.com/blog/2013/04/18/cmos-and-soi-invade-rf-front-end/]http:/Peregrine Semiconductor (PSMI)  04/21/2013 07:18:06 PM
'[url=http://www.semiwiki.com/forum/content/2261-andes-arm-imagination-mips.htmlAMD, ARMH, INTC, NVDA  04/21/2013 07:06:09 PM
'[url=http://www.semiwiki.com/forum/content/2260-linley-mobile.html]http://www.sAMD, ARMH, INTC, NVDA  04/21/2013 06:57:45 PM
RF-MEMS: From Technology Push to Market Pull? [url=http://www.i-micronews.cPeregrine Semiconductor (PSMI)  04/21/2013 03:52:27 PM
Yes many options. Re licensing one exception would be Samsung, they have a big eSanDisk Corporation (SNDK) 04/20/2013 11:56:20 AM
Maybe also add if there is a next gen solution at all, or if there is who will bSanDisk Corporation (SNDK) 04/19/2013 09:59:32 PM
Wii U sales were pretty disappointing last time I looked. PS4 is CQ4 event, maybAMD, ARMH, INTC, NVDA  04/17/2013 12:13:37 PM
CFO found some money down the back of the executive sofa?AMD, ARMH, INTC, NVDA  04/17/2013 11:40:29 AM
What's the betting these lower cost Ultrabooks will have crappy specs elsewhere AMD, ARMH, INTC, NVDA  04/17/2013 07:08:23 AM
Tomorrow could be interesting for Apple and some of its other suppliers.Wennerstrom Semi Equipment Analysis 04/16/2013 07:19:32 PM
'[url=http://www.nytimes.com/2013/04/15/technology/intel-tries-to-find-a-footholAMD, ARMH, INTC, NVDA  04/14/2013 08:30:28 PM
'http://www.itcblog.com/20130410/itc-institutes-investigation-337-ta-876-regardiInvenSense (INVN)  04/12/2013 08:48:55 AM
'[url=http://blogs.barrons.com/techtraderdaily/2013/04/10/pcs-q1-shipments-show-AMD, ARMH, INTC, NVDA  04/10/2013 05:49:37 PM
Couple of interesting positions on corp site. [img]/public/9141328_4e154a7fa7InvenSense (INVN)  04/10/2013 09:15:37 AM
What You May Not Know About GALAXY S4 Innovative Technology [url=http://globaInvenSense (INVN)  04/10/2013 08:59:39 AM
Complete mobile platform solutions: Q&A with Broadcom executive VP Robert Rango BROADCOM (BRCM) 04/09/2013 09:00:48 AM
Dima can you explain the rational for implementing abbreviating urls? A nuSilicon Investor - New feature discussio1104/08/2013 11:39:26 AM
Federal tax credit is going to remain for a good while yet. On the Prius guesThe Electric Car, or MPG "what me worry? 04/07/2013 08:00:11 PM
Preference - 5 to 5in, main uses - browser, media playback, video chat, ebook, iNokia Corp. (NOK) 04/05/2013 12:15:33 PM
Small screen rather than no screen yep, but could also go the pico projector rouAMD, ARMH, INTC, NVDA  04/04/2013 02:56:43 PM
Its amazing people debate this, no one is made the same, nor has the same circumNokia Corp. (NOK)204/03/2013 12:30:20 PM
Info has been around at least one month. Plenty of other sites reported it back AMD, ARMH, INTC, NVDA  04/03/2013 12:19:38 PM
As expected. http://www.chipworks.com/blog/recentteardowns/2013/03/28/inside-InvenSense (INVN)  03/28/2013 11:18:17 PM
http://www.eetimes.com/electronics-blogs/other/4410663/London-Calling-What-next-InvenSense (INVN)  03/27/2013 02:51:49 PM

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