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Non-Tech : Kirk's Market Thoughts
COHR 154.52-3.0%Nov 7 9:30 AM EST
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robert b furman
To: Elroy who wrote (10900)2/5/2021 3:43:18 PM
From: Kirk ©1 Recommendation  Read Replies (1) of 26439
 
Yup
MCHP CEO said this was the worst shortage environment he has seen in 42 years. So we just know as soon as the semiconductor stocks blow away revenue expectations because enough supply has come on line and they report GREAT NEWS, all the stock prices will plunge :-)

So we'll complain how they are so under valued for a year or two until the fundamentals plunge and make them look expensive.... THEN it will be time to load up again on non-core shares.

It is good to have some of us old timers here to remind ourselves to not get too giddy during the good times like now.
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