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Non-Tech : Kirk's Market Thoughts

COHR 174.52

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2:59 PM EST

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To: Fintas who wrote (6736)	2/17/2019 1:21:50 PM
From: robert b furman	Read Replies (1) of 26779

Hi Fintas, You cannot even put Netflix in the same sentence if you look at their balance sheets. Semi's have scaled up and have a secure repeat business of selling AND REPAIRING CONSUMABLES with in their installed owner base. Sometimes it can be half of the revenue for the quarter. They've matured and have lesser cycles. When 5G goes in (NOW) it will aid in new smartphones which most likely won't really happen till 2020. Bob

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