Kirk's Market Thoughts Message Board

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Non-Tech : Kirk's Market Thoughts

COHR 154.03

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Nov 26 3:59 PM EST

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To: robert b furman who wrote (3310)	8/12/2015 12:56:04 PM
From: Kirk ©	1 Recommendation Recommended By Gottfried Read Replies (1) of 26631

I wonder how much of the slowdown in capx is/was the move backwards to 28nm by many? Also, UTEK said during CC that some of the equipment they sold at one node is being used at smaller nodes even though the new equipment has faster throughput with improvements... Maybe the companies are trying to stay "green" and recycle. -grin- Intel had a H&S top breakdown but is now trading above the neckline which invalidates the pattern. Gold broke down and is testing the breakdown support level from below... just slightly above where I stopped out on a trade.. Kids going back to school today in San Mateo... and there is talk of gasoline under $2 in much of the country by December.... Finisar is up today. It looks like the buyers see the same support lines: Finisar and many other stocks we like have been in a great bear market for a long time... yet it is masked by the noise from the talking heads on TV.... keeping the dumb money buying a bunch of stocks that don't make much money, if any but hold the market up....

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