Kirk's Market Thoughts Message Board

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Non-Tech : Kirk's Market Thoughts

COHR 178.34

-10.2%

Dec 12 9:30 AM EST

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To: robert b furman who wrote (540)	1/22/2014 2:05:41 PM
From: Jerome	Read Replies (1) of 26768

Hi Robert, One of the things that has been impressive to me is that earnings from the tech companies has been pretty much in line with modest misses. Not much top line revenue growth because the economy is just starting to pick up. The street does not know how to react. A penny miss is no cause for a huge sell off. If future growth is modest, expectations need to be lowered. The only sector still in the ramp up stage for earnings is the solar sector and some of the broadband equipment providers,such as ALU, ERIC and NOK . These companies are on the international level and so you get some international exposure. It always good to hear your input. This is like gold panning. You have to wash a lot of sand to find a few pinpricks of gold.

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