Kirk's Market Thoughts Message Board

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Non-Tech : Kirk's Market Thoughts

COHR 185.70

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3:59 PM EST

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To: Kirk © who wrote (2229)	11/4/2014 3:41:42 PM
From: robert b furman	Read Replies (1) of 26729

Hi Kirk, Safe to say 23 baggers are rare and far apart. Do me a favor when and if you sell those, have a smile on your face like you just saw an old friend. They have indeed been good to you. Lam buying Nvls and amat buying vsea were really turn around points with in the semi sector. Much like the merger between KLA and Tencor back in the late 90's. It showed rational thionking vs margin compression for the insane goal of market share. It is a good thing for a few firms to enjoy the challenge of being the best and then being rewarded with margins that allow one to succeed in a fine fashion. That accelerates R&D and the continuation of Moore's law. Always nice when a stock in one's portfolio hits new ATH's. Congrats ! Bob Bob

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