Kirk's Market Thoughts Message Board

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Non-Tech : Kirk's Market Thoughts

COHR 185.66

+5.7%

Dec 19 3:59 PM EST

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To: Kirk © who wrote (7351)	8/2/2019 1:16:41 PM
From: robert b furman	Read Replies (2) of 26813

Hi Kirk, Last night BRKS beat and guided a bit light for the semi sector only. Schwartz said he thought the September quarter may mark the trough in semi's from a logic/foundry perspective. Didn't want to voice an opinion on memory,as Capex is still hurting ASP, not to mention the South Korea /Japan food fight over war reparations regarding forced labor? Brks getting a walk to the woodshed today. I'm not like you - I find it hard to rebuy at higher levels - wish I wasn't, but I have not learned to do that well. I'm a long term holder of BRKS mostly due to their life sciences innovative storage and cooling destructive enabling technologies. Wish I was more like you by the way. Bob

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