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
(back to current missives...)