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Non-Tech : Kirk's Market Thoughts
COHR 154.03+3.5%Nov 26 3:59 PM EST
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To: Kirk © who wrote (3312)8/12/2015 1:19:11 PM
From: robert b furman2 Recommendations

Recommended By
Kirk ©
mary-ally-smith

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Brooks said they were surprised at how much : "legacy" 200 mm equipment they were selling.

They said it was going to the lower quantity batches being utilized for making the "Internet of Things" chips.

I suspect there are many lower volume lines being squeezed into existing fabs.

Most chip designs do not have the volume needed for leading edge 10 and 14 node chips.

I guess in that respect the back end packaging and test equipment makers are seeing a broad array of lower volume equipment needs.

Aapl has had a soft patch after a nice run up.

Twitter taken to the wood shed and Goog ducked a bullet with a reorg that was well received.

Time for a rotation - if this market is to break out up.

We do need some breadth to pick up.

This long term sideways grind has made fear and greed look like it is april 09.

Few that are players must be MOMO chasers - I can not do that game - just makes me very nervous.

I like solid and strong companies with good technology - the story and conservative pricing keeps me in them long term.

If they ever took off I'd miss being able to add on to with dividend income.

Each investor must know their likes and themselves.

Bob
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