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Non-Tech : Kirk's Market Thoughts

COHR 194.01

+4.1%

Jan 6 3:59 PM EST

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To: Kirk © who wrote (5436)	1/12/2018 10:12:13 AM
From: robert b furman	Read Replies (1) of 26947

Hi Kirk, Cool recollections. I'm optimistic that repatriation of foreign profits will be allocated to all but 100% robotic fabs that will produce chips at a very ultimate efficiency. There would be coders and maintenance people. I envision these robotic fabs to be ultra competitive and yet providing very good , high paying jobs. Having seen the robots take over auto plants in the US, I think it can also be applied to the high content, low node size chips. Certainly optic / digital chips will continue to advance. Light (photons) is so much faster than electrons and with out heat. Cohu's expertise is removing heat during the testing of chips - as light displaces electrons they may well be engineered out of the plan - but hat has been a long term fear of mine and it is out quite a ways still. Your initial studies were and will be a long term mega trend!! Bob

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