2 posts and columns on Carl Johnson

Tech Investing: Rules to Live By (Part 1)

in News on March 5, 2009 at 7:03 am PT

Carl Johnson, an underappreciated observer of the tech investing world and a longtime analyst on the semiconductor equipment business, who can be found online at Infrastructure Wednesday afternoon, sent along an annotated version of a list of the Top 10 Tech Investing Rules, as set down in Institutional Investor magazine by J.P. Morgan chip analyst Christopher Danely.

How Many Semi Cap Equipment Companies Will Disappear?

in News on February 4, 2009 at 7:55 am PT

No part of the tech sector has been harder hit than semiconductor equipment stocks. Makes you wonder how many of the players will simply disappear. Carl Johnson, who runs the industry research boutique, Infrastructure, points out a host of smaller players in trouble.