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Strategies & Market Trends : Buy and Sell Signals, and Other Market Perspectives
SPY 694.07+0.7%Jan 9 4:00 PM EST
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To: GROUND ZERO™ who wrote (112291)10/11/2018 9:04:16 AM
From: robert b furman1 Recommendation

Recommended By
Al Greenleaf

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Good morning GZ,

I am not at all sure this market has bottomed.

In a long term time line ,I think semi companies will continue to be profitable.

I think the crooked tricks that China has played - especially the extra chip being engineered into thousands of servers will in a greater degree, and has to a small degree already curbed their trust in semi's from China.

My bet is if you are a US chip maker (That makes chips in the USA) - you'll have orders stacked up for youe production.

I think additional testing steps of the finished product will be built in to determine an extra rogue chips presence. More than likely a need for machine vision inspection - which already exists.

Bob
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