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 (10812)	1/9/2021 1:05:54 PM
From: robert b furman	Read Replies (3) of 26808

Hi Kirk, The result of a maturing business claiming its dominance along with the best mouse trap. That subscription business should cover the overhead even when in trough orders for new systems. The more proliferation of chips, the greater the installed owner base, the greater the reoccurring revenues. It is a huge growth business and now formidable service business. The maturing of a sector and I hope/think it will result in a higher multiple into the future. We have lived the many cycles in out life time. Awesome to reflect back on! Happy New Year. Bob

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