SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Non-Tech : Kirk's Market Thoughts
COHR 184.20+7.8%10:35 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Kirk © who wrote (7601)9/26/2019 1:12:50 PM
From: robert b furman  Read Replies (2) of 26683
 
HI Kirk,

Micron can sure change the dialogue about chips and stuffed supply channels with tonight's earnings.

Sooner or later (and it is getting later already), 5G will ramp up the mobility chip sector.

Equipment makers should be confirming that this quarter or with next Q's guidance.

Cohu's price has been declining since the end of July last year.

High end smartphones have been pent up for longer than that - the worm is due a turn.

Bob
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News