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	<title><![CDATA[robert castellano Resources | BNET]]></title>
	<link><![CDATA[http://resources.bnet.com/topic/robert+castellano.html]]></link>
	<description><![CDATA[White papers, case studies, business articles, and blog posts relating to robert castellano]]></description>
	<s:counts start="0" returned="13" found="13" />
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		<title><![CDATA[Just When Will the Semiconductor Equipment Market Turn Around?]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F146003-just-when-will-the-semiconductor-equipment-market-turn-around%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Robert Castellano submits: SEMI Semiconductor Equipment and Materials International reported last week that North America-based manufacturers of semiconductor equipment shipped about $391.9 worth of equipment in May 2009, about 1% more than April 2009, but 72% less than May 2008.       The Semiconductor Equipment Association...]]></description>
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		<pubDate>Mon, 29 Jun 2009 09:32:54 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/chip.html"><![CDATA[Chip]]></category>
		<category domain="http://resources.bnet.com/topic/robert+castellano.html"><![CDATA[Robert Castellano]]></category>
	</item>
	<item>
		<title><![CDATA[What?s Behind the Recent Move in Photronics Stock]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F140335-whats-behind-the-recent-move-in-photronics-stock%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Robert Castellano submits: Photronics (Nasdaq: PLAB) has moved from 71 cents on March 25 to an interday high of $3.30 on May 28.  In a May 21 upgrade by Merrill Lynch after Photronics reported its F2Q09:      &#8220;Merrill notes that although interest expense is increasing...]]></description>
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		<pubDate>Fri, 29 May 2009 01:55:03 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/chip.html"><![CDATA[Chip]]></category>
		<category domain="http://resources.bnet.com/topic/robert+castellano.html"><![CDATA[Robert Castellano]]></category>
		<category domain="http://resources.bnet.com/topic/photronics.html"><![CDATA[Photronics]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">PLAB</category>
		<category domain="tickers">PLAB</category>
	</item>
	<item>
		<title><![CDATA[Strategies for Gaining Share in Solar Market (Part II)]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F136813-strategies-for-gaining-share-in-solar-market-part-ii%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Robert Castellano submits: On May 4 I wrote in Part I for Seeking Alpha how solar manufacturers can differentiate their products, particularly during the economic slowdown.  I discussed increasing efficiency.  For example, a local company contact me for details has developed a coating for amorphous and polycrystalline cells...]]></description>
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		<pubDate>Sun, 10 May 2009 11:53:50 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/energy.html"><![CDATA[Energy]]></category>
		<category domain="http://resources.bnet.com/topic/robert+castellano.html"><![CDATA[Robert Castellano]]></category>
	</item>
	<item>
		<title><![CDATA[Intel Is Still Bogged Down by Atom Processor]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F130994-intel-is-still-bogged-down-by-atom-processor%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Robert Castellano submits: Intel&#8217;s INTC misjudgment of the low margins of the Atom in its netbook processor has hurt the company for the second successive quarter, according to the report &#8220;Netbook-Mobile Internet Device Convergence: Strategic Issues and Markets,&#8221; recently published by The Information Network. by Robert Castellano]]></description>
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		<pubDate>Wed, 15 Apr 2009 03:04:05 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/chip.html"><![CDATA[Chip]]></category>
		<category domain="http://resources.bnet.com/topic/robert+castellano.html"><![CDATA[Robert Castellano]]></category>
		<category domain="http://resources.bnet.com/topic/intel+corp..html"><![CDATA[Intel Corp.]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">INTC</category>
		<category domain="tickers">INTC</category>
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	<item>
		<title><![CDATA[Semiconductor Lithography Sector Continues to Outperform Semiconductor Equipment Market]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F127979-semiconductor-lithography-sector-continues-to-outperform-semiconductor-equipment-market%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Robert Castellano submits: High-priced equipment enabled the semiconductor lithography sector to grow to 25% of entire front-end equipment processing market in 2008, according to the report &#8220;Sub-100nm Lithography: Market Analysis and Strategic Issues.&#8221;       Lithography revenues dropped 25.1% in 2008, less than the 32.0% drop...]]></description>
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		<pubDate>Thu, 26 Mar 2009 04:52:18 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/chip.html"><![CDATA[Chip]]></category>
		<category domain="http://resources.bnet.com/topic/robert+castellano.html"><![CDATA[Robert Castellano]]></category>
		<category domain="http://resources.bnet.com/topic/canon+inc..html"><![CDATA[Canon Inc.]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">CAJ</category>
		<category domain="tickers">CAJ</category>
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	<item>
		<title><![CDATA[Semiconductor Equipment/Material Suppliers Must Consolidate to Grow]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F127516-semiconductor-equipment-material-suppliers-must-consolidate-to-grow%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Robert Castellano submits: Strategy 1: Consolidation       There are about 40 metrology/inspection tool vendors that sold $4.6 billion in tools to the semiconductor market in 2007. by Robert Castellano]]></description>
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		<pubDate>Tue, 24 Mar 2009 03:20:07 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/chip.html"><![CDATA[Chip]]></category>
		<category domain="http://resources.bnet.com/topic/robert+castellano.html"><![CDATA[Robert Castellano]]></category>
	</item>
	<item>
		<title><![CDATA[Which Is Worse: Buying Solar Panels from Eurasia or Oil from OPEC?]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F126747-which-is-worse-buying-solar-panels-from-eurasia-or-oil-from-opec%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Robert Castellano submits: Solar energy panel sales were up 48% to 5.6 Gigawatts (GW), but we need a stimulus package to create jobs in the U.S., according to a report Opportunities in The Solar Cell Market For Thin Film Technology, recently published by The Information Network. by Robert Castellano]]></description>
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		<pubDate>Thu, 19 Mar 2009 01:14:10 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/energy.html"><![CDATA[Energy]]></category>
		<category domain="http://resources.bnet.com/topic/chip.html"><![CDATA[Chip]]></category>
		<category domain="http://resources.bnet.com/topic/robert+castellano.html"><![CDATA[Robert Castellano]]></category>
	</item>
	<item>
		<title><![CDATA[ARM Processors Will Gain 55% of Netbook Market by 2012]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F125064-arm-processors-will-gain-55-of-netbook-market-by-2012%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Robert Castellano submits: ARM ARMH processors, not Intel&#8217;s INTC Atom, will benefit from the current technology-economic cycle. by Robert Castellano]]></description>
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		<pubDate>Tue, 10 Mar 2009 03:43:43 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/hardware.html"><![CDATA[Hardware]]></category>
		<category domain="http://resources.bnet.com/topic/chip.html"><![CDATA[Chip]]></category>
		<category domain="http://resources.bnet.com/topic/robert+castellano.html"><![CDATA[Robert Castellano]]></category>
		<category domain="http://resources.bnet.com/topic/intel+corp..html"><![CDATA[Intel Corp.]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">INTC</category>
		<category domain="tickers">INTC</category>
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	<item>
		<title><![CDATA[Is Intel Trying to Offload Low-End Unprofitable Product Manufacturing?]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F124019-is-intel-trying-to-offload-low-end-unprofitable-product-manufacturing%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Robert Castellano submits: On March 2, Intel (Nasdaq:INTC) and Taiwan Semiconductor Manufacturing Corp. TSM announced they had reached an agreement to collaborate on technology platform, IP infrastructure, and SoC Solutions for the Atom CPU cores. According to Intel&#8217;s release,  &#8220;The collaboration is intended to expand Intel&#8217;s Atom SoCs availability...]]></description>
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		<pubDate>Wed, 04 Mar 2009 02:12:55 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/chip.html"><![CDATA[Chip]]></category>
		<category domain="http://resources.bnet.com/topic/robert+castellano.html"><![CDATA[Robert Castellano]]></category>
		<category domain="http://resources.bnet.com/topic/intel+corp..html"><![CDATA[Intel Corp.]]></category>
		<category domain="http://resources.bnet.com/topic/taiwan+semiconductor+manufacturing+co.+ltd..html"><![CDATA[Taiwan Semiconductor Manufacturing Co. Ltd.]]></category>
		<category domain="http://resources.bnet.com/topic/taiwan+semiconductor.html"><![CDATA[Taiwan Semiconductor]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">INTC</category>
		<category domain="http://rss.financialcontent.com/stocksymbol">TSM</category>
		<category domain="http://rss.financialcontent.com/stocksymbol">TSM</category>
		<category domain="tickers">INTC,TSM,TSM</category>
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		<title><![CDATA[Semiconductor Photomask Market: DNP and Photronics Catching Up to Toppan]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F124010-semiconductor-photomask-market-dnp-and-photronics-catching-up-to-toppan%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Robert Castellano submits: The semiconductor photomask market extended its losing streak by dropping 12% in 2008 after a 2% drop in 2007, according to the report: Mask Making, Inspection, and Repair: Market Analysis and Strategic Issues, recently published by The Information Network, a New Tripoli, PA-based market research company. ...]]></description>
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		<pubDate>Wed, 04 Mar 2009 02:04:02 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/chip.html"><![CDATA[Chip]]></category>
		<category domain="http://resources.bnet.com/topic/robert+castellano.html"><![CDATA[Robert Castellano]]></category>
		<category domain="http://resources.bnet.com/topic/om+group+inc..html"><![CDATA[OM Group Inc.]]></category>
		<category domain="http://resources.bnet.com/topic/photronics.html"><![CDATA[Photronics]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">OMG</category>
		<category domain="http://rss.financialcontent.com/stocksymbol">PLAB</category>
		<category domain="tickers">OMG,PLAB</category>
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		<title><![CDATA[New Nano Material the Key to Cutting Solar Cell Prices]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F118699-new-nano-material-the-key-to-cutting-solar-cell-prices%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Robert Castellano submits: With the slowdown in solar cell production, which we forecast back in late November, and despite the lower cost of polysilicon on the market, solar cell manufacturers are searching for ways to save money.  Silicon is the largest contributor to the cost of wafer-based cells, accounting...]]></description>
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		<pubDate>Thu, 05 Feb 2009 04:16:58 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/energy.html"><![CDATA[Energy]]></category>
		<category domain="http://resources.bnet.com/topic/robert+castellano.html"><![CDATA[Robert Castellano]]></category>
	</item>
	<item>
		<title><![CDATA[Hard Disk Drive Margins Shrinking in Battle with Flash]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F117938-hard-disk-drive-margins-shrinking-in-battle-with-flash%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Robert Castellano submits: Hard disk drive (HDD) manufacturers are reacting to the onslaught of flash memory (solid state  drives &#8211; SSDs), most of which are sold below manufacturing costs, by slashing prices and shrinking gross margins.   The netbook market, which we pointed out in a recent Seeking...]]></description>
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		<pubDate>Mon, 02 Feb 2009 05:55:16 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/hardware.html"><![CDATA[Hardware]]></category>
		<category domain="http://resources.bnet.com/topic/robert+castellano.html"><![CDATA[Robert Castellano]]></category>
		<category domain="http://resources.bnet.com/topic/dell+computer+corp..html"><![CDATA[Dell Computer Corp.]]></category>
		<category domain="http://resources.bnet.com/topic/hewlett-packard+co..html"><![CDATA[Hewlett-Packard Co.]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">DELL</category>
		<category domain="http://rss.financialcontent.com/stocksymbol">HPQ</category>
		<category domain="tickers">DELL,HPQ</category>
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		<title><![CDATA[Did Intel Misjudge Success of the Netbook?]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F113812-did-intel-misjudge-success-of-the-netbook%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Robert Castellano submits: Intel INTC reported slashed revenues of about a billion dollars yesterday for Q4.  Could it be that Intel misjudged the success of the Netbook and its Atom processor.  Lets take a look at some figures.  The Atom is processed with 45nm feature sizes on...]]></description>
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		<pubDate>Thu, 08 Jan 2009 03:15:44 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/hardware.html"><![CDATA[Hardware]]></category>
		<category domain="http://resources.bnet.com/topic/robert+castellano.html"><![CDATA[Robert Castellano]]></category>
		<category domain="http://resources.bnet.com/topic/intel+corp..html"><![CDATA[Intel Corp.]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">INTC</category>
		<category domain="tickers">INTC</category>
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