SNS: The Chips Are Up: Six Reasons Why

 

 

The most accurate predictive letter in computing and telecommunications,
read by industry leaders worldwide.

 

SNS Subscriber Edition Volume 12, Issue 20 Week of June 15th, 2009

 

***SNS***

The Chips Are Up:

Six Reasons Why

 

 

 

 

In This Issue

 

 

Feature:

The Chips Are Up:

Six Reasons Why

 

Upgrades

 

Spherical Memory

The Intel Wind River Move

A Software Fable, Part II

 

SNS TakeOut Window

 

The “Magnetic Superatom”;

Chip Sales

 

Quotes of the Week

 

Ethermail

 

Upcoming SNS Events & Media Links

 

Executive Postings

 

In Other House News…

 

New Members’ Welcome

How to Subscribe

May I Share This Newsletter?

About SNS

About the Publisher

SNS Website Links

Where’s Mark?

 

“The New York Times/Wall Street Journal etc. can barely deliver meaningful analysis of yesterday’s news. Mark clearly and actionably illuminates what is on our, and our families’, horizons – both storm clouds and sunshine.” – Rob Berkley, Managing Partner, Group MV LLC, Tisbury, MA

 

 

“SNS has been a staple of my weekly reading for years. As the economic storm was gathering, Mark and SNS [were] a primary source of information leading me to exit the market one week before the bottom fell out. Not only did we not lose any money, we have moved into safe havens and have been able to increase our net worth during one of the most severe downturns in recent history. SNS has been a valuable source of market intelligence that leads to informed action.” – John K. Thompson, CEO, U.S. Operations, Kognitio Inc.

 

 

“Not surprisingly, it looks like FiRe is doing even better in the midst of crisis. Of course: that’s when the awareness and responsive innovation you offer via FiRe are most valuable.” – Bob Jacobson, Lead on U.S. / Shanghai 2010 Expo Team

 

 

“SNS is the only newsletter that I pay for with my own money.”Arthur Hanna, Accenture, in introductory remarks at the International Utilities and Energy Conference in Vancouver, B.C.

 

 

“In the world of technology, Mark is the man!” – Kathleen Wilcox, past CEO, Washington Software Alliance / Washington Technology Industry Association

 

 

“SNS is even MORE relevant and insightful in these turbulent times.”Curtis Wong [creator of Worldwide Telescope; Corbis’ CD-ROMs including “Leonardo da Vinci” and “FDR”; and much more], Microsoft

 

 

“I have been a devoted fan of Mark Anderson for over a decade – this special alert [SNS: ‘Not a Bottom Call, But a Price Call’]is one more example of why” [and] “Great SNS alert – I shared it with my financial advisor and will probably push it out to more folks who need to read your words. I continue to marvel at the scope and breadth of your universe.” – Dave Davison, Band of Angels, Silicon Valley

 

 

“Thank you for helping me think differently.”Karen Radford, President, TELUS Quebec; and Executive Vice President and President, TELUS Partner Solutions; in a note after Anderson’s recent keynote speech at the CRIM Crystal Ball Conference

 

 

“I depend on SNS more than ever now with the economic downturn. Thanks and regards.” – John Baudrexl, Intel Corp.

 

 

To arrange for a speech by Mark Anderson on subjects in technology and economics, or to get a strategic review of your company, email shane@stratnews.com.

 

FiRe 2009 Photo Gallery: See more than 1,000 photos from FiRe 2009, at http://futureinreview.smugmug.com/FiRe%202009.

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Early Bird Call for SNS Members for Future in Review 2010:

 

We are moving FiRe next year to the Terranea Resort, about 20 minutes south of the LAX airport, at:

 

www.terranea.com

 

Terranea was 15 years in the making, a four-star business hotel on its own promontory, and is just opening this month. Members may register now for the terrific Early Bird price of just $3400, vs. $4900 retail. We have already signed up a record number of Early Birds from those who attended FiRe 2009 (up 62%). Here is your chance, as an SNS Member, to reserve a seat and get a great price. Registration is at:

 

https://www.tapsns.com/fire/registration.php

 

Save a lot of money, and join us at “the best technology conference in the world” [The Economist]. – mra


 

» The Chips Are Up: Six Reasons Why

 

At SNS we have long used chips as a key leading indicator for technology sector guidance; many others do as well. So chips matter, everyone watches them, and calling their upturn in a down market is a game as old as Mancala.