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Non-Tech : Kirk's Market Thoughts

COHR 191.28

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Dec 24 12:59 PM EST

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To: robert b furman who wrote (7728)	10/14/2019 10:13:44 AM
From: Kirk ©	2 Recommendations Recommended By berniel kimberley Read Replies (2) of 26845

It is great to see my leading indicator stocks bottom during the 2018 Christmas bear market for one last great opportunity to add to my positions. Now Lam is just off its record high and my other two favorites in the graphs are not too far behind. Global semiconductor market revenue forecast to rebound to 5.9% growth in 2020 The semiconductor industry is undergoing a brutal downturn in 2019 - a drop so powerful that it can only be ended by an even more formidable force: the massive economic impact exerted by the deployment of 5G technology, according to IHS Markit. Following a 12.8% plunge in 2019, global semiconductor market revenues will rebound to 5.9% growth in 2020 - an 18pp swing, IHS indicated. Global revenues will rise to US$448 billion next year, up from US$422.8 billion in 2019. The deployment of 5G will be the main factor propelling this recovery, not only because.... facebook.com I hope you had a good weekend. My '49ers seem to be a good team again!

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