Kirk's Market Thoughts Message Board

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Non-Tech : Kirk's Market Thoughts

COHR 185.83

+5.8%

Dec 19 9:30 AM EST

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To: Kirk © who wrote (10810)	1/8/2021 11:01:34 PM
From: robert b furman	Read Replies (1) of 26808

Lam has done well, and is extended. Small caps have had a nice move - personality of the third wave. Correct me if my memory is wrong, but the big MOMO's of 1999 to 2000 peaked and teased in sideways action for 6 to 9 months as the small caps peaked on much bigger percentages. Amat looks really good here. I think there is more time, but rotation will change the beneficiaries. Bob

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