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Non-Tech : Kirk's Market Thoughts
COHR 147.26-7.6%11:36 AM EST

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To: Kirk © who wrote (4056)5/18/2016 1:12:40 PM
From: The Ox  Read Replies (1) of 26438
 
I think we can go so far as to say everyone one of TSM's customers are facing "intense competition", don't you think?

Taking a half step back, it seems to me that many people out there should have a bit more caution with respect to news or analysis that implies "massive disruption". Whether to an industry, sub sector or company, most often it's simply hyped conclusions.

But it does move stock prices, more often than not.....
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