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Non-Tech : Kirk's Market Thoughts

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To: Kirk © who wrote (9226)	4/16/2020 12:14:37 PM
From: robert b furman	3 Recommendations Recommended By benwood berniel Return to Sender Read Replies (1) of 26635

Hi Kirk, I continue to be impressed how well semi makers seem to be navigating this covid 19 event with little or no negative results. Taiwan semi had met their numbers today - much Like Micron,Lam, Brooks. Although this event has upset many - I'm thinking the ramp up for 5G will continue relentlessly. I suspect the demand for 5G phones will be the number one thing for the millennials. I'm not so sure I'm drinking the "2020 will be down" Kool Aid. The year is young and the 5G roll out /ramp up was always heavily loaded to H2. The one thing for sure that has evolved from this Covid 19 event is that teleconferencing has been given a huge boost into the modern world. I'm seldom an early adopter of anything, but we had an Easter family Zoom meeting that encompassed 12 cameras and 17 people. It was a very nice event that went on for 45 minutes and was fun to take turns talking to our family members. We've since done it twice with other friends. If it catches on with me, it'll be big with most. Today I see verizon has just bought Bluejeans - a Zoom competitor . My bet is the Semi's will once again lead the economy out of this funk. New enabling innovation 5g and Teleconferencing (amongst business associates, Doctors and friends) is about to carry the load again! My bet is Walgreens, Amazon, and CVS will have inhouse doctors. They'll teleconference and prescribe drugs all on one teleconference. Talk about reducing the cost of health care. THE TIME HAS COME!! This positive growth will no doubt be overwhelmed with the negative Covid news in the short term, but given time, it will surface to be a strong growth story. It might take a month or two for everyone to pay down their credit card purchases of TP. LOL Intel did a smart thing by keeping their top/advanced product production in the US. They're smart people! Great to see them Number 1 again ! Bob

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