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Non-Tech : Kirk's Market Thoughts
COHR 139.51+2.9%Nov 21 9:30 AM EST
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To: Kirk © who wrote (15420)2/22/2023 11:00:23 AM
From: robert b furman1 Recommendation

Recommended By
sixty2nds

   of 26596
 
Hi Kirk,

Good article.

It is just my gut feeling that INTC stayed away from EUV far too long.

Trying to be the best and lowest cost is a difficult dance to dance for decades long.

The last pre Gelsinger CEO's were over their head in the technology department and deferred some important changes. IMO

I still like Gelsinger. He cut his teeth at INTC, he has the right DNA!

Taking a pay cut at the top was a very strong first step. Leadership by example with a large dose of paranoia about the competition - MOORE'S STYLE

Bob
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