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Non-Tech : Kirk's Market Thoughts
COHR 192.38+3.2%2:38 PM EST

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To: Kirk © who wrote (14463)9/7/2022 11:30:31 AM
From: robert b furman   of 26943
 
I'm still 42% cash, and forward pledging my dividend revenue stream to maximize the fear premium and time premium combination.

I think INTC can make the transition as they show competency in 3D stacking the new memory designs.

The foundry effort is a big "NEED TO DO WELL", and at this point in time unproven.

I've a small tracking position and underwater. GRRR

Bob
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