By: Jack Browne

Fri, 13 Sep 2024 09:19:37 +0000

Malcolm gets the big picture. If you don’t understand the markets, you can’t find, lead and devend your key markets.

The semiconductor market is a lumpy business. Big investments, fabs, Chip teams all chasing new opportunities created by Moore’s law – 2x every other year perf or ½ power – choose wisely.

Fickle consumers buy the shiny new pet rock (Peletreon, Starliner), while leaders focus on the prize and create value – AI moving to the wedge.

Connected and Smarter devices far outnumber people.
Help us see the prize Malcolm

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By: Mike Cowan

Thu, 12 Sep 2024 11:39:12 +0000

HI DAVID – Future Horizon’s median sales growth forecast for 2024 of 15% is reasonably consistent with the Cowan LRA Model’s most recent prediction of 14.6%.

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Comments on: Horrible Uncertainty

By: Jack Browne

By: Mike Cowan