Kirk's Market Thoughts Message Board

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Non-Tech : Kirk's Market Thoughts

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3:59 PM EST

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To: Kirk © who wrote (3373)	9/1/2015 10:39:16 AM
From: robert b furman	of 26648

Sounds like end user demand justifying Capex? That's a good thing for the equipment makers. Broad array of new internet of things. Last webcast Brooks mentioned a surprising number of 20 nm "legacy" tools being sold for internet of things lower volume applications. Good bye PC cycle helloe thousands of connected new chips doing simple tasks. The result of the bold new "connected world". The next big thing comprised of many small components. Bob

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