Kirk's Market Thoughts Message Board

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Non-Tech : Kirk's Market Thoughts

COHR 128.77

-2.5%

Nov 4 3:59 PM EST

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To: Kirk © who wrote (4633)	2/3/2017 11:25:38 AM
From: robert b furman	Read Replies (2) of 26408

Hi Kirk, CY had 19 % revenue growth - Internet of things (recently bot from Broadcom) exceeding our expectations. This is response to nice webcast last night: screencast.com They have targeted sectors with in the semi business that will grow faster than the industry new CEO that replace TJ sound very sharp AND aggressive. over 1/3 revenue is automotive using memory to make modern auto clusters. USB - 3 I of T 3 huge growth drivers. They are in 19 of top 20 automakers for connectivity via bluetooth. Autonomous cars will slowly make CY 50 % automotive imo. Brooks the day before: screencast.com Beginning to remind me of 1999 !! Bob

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