View from Silicon Valley
Missive Archive (2003)
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2003 View from Silicon Valley missives:

CA Budget- Why didn't we think of that?, December 21, 2003

"Performance" vs. reality, December 13, 2003

Oct'03 Silicon Valley Statistics, December 10, 2003

SIA Oct'03 Sales Fall, December 6, 2003

Forbes Joins Business Week on the Pep Squad, November 29, 2003

Cheerleading vs. Journalism, November 22, 2003

Various & Assorted Valley Statistics, November 14, 2003

SIA vs. SEMI vs. VLSI and now..., November 10, 2003

Government "layoffs" Act III: Dénouement?, October 31, 2003

Are house prices really up?, October 24, 2003

The Anomaly of Annaly, October 22, 2003

'04 vs. '98 revenue per headcount, October 11, 2003

Employer trends: "It's different this time," October 3, 2003

SEMI August 2003 B:B; July adjustment?, September 23, 2003

A median-priced house is Silicon Valley, September 12, 2003

Conflicting signals on employment, September 3, 2003

CA Budget - How to Balance it. August 22, 2003

Is Silicon Valley the new Rust Belt?, August 8, 2003

How "key" is DRAM?, August 1, 2003

CA Budget, Chapter 2, July 21, 2003

More REIT Double-Talk, July 14, 2003

CA Budget Numbers You Don't See, July 7, 2003

CEPR- Right for the Wrong Reasons, July 7, 2003

Silicon Valley Real Estate Impact, June 25, 2003

Don't They Understand Book-to-Bill?, June 18, 2003

Government "Layoffs" Re-visited, June 13, 2003

Having Your Cake..., June 5, 2003

Government "Layoffs", May 8, 2003

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