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Non-Tech : Kirk's Market Thoughts

COHR 135.49

-5.3%

Nov 20 3:59 PM EST

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To: John Koligman who wrote (15425)	2/22/2023 2:54:11 PM
From: Elroy	Read Replies (1) of 26583

On the plus side, geopolitical events certainly bode well for Intel getting propped up, one way or another. Doesn't the geopolitcal event favor US foundries, rather than a semi processor design company? How do geopolitical events help Intel to do better than AMD-Foundry partner in anything? And foundry, ya know. Come on. This is the death platform of lots of previous companies. Does anyone really believe some US company is going to build a foundry, and get returns that are better than.......ADI or MCHP? It seems like the risk is so much more than the potential reward to me. When you can buy a blue chip diversified semi stock and just ride the semi wave into the next few decades, with almost no risk, why bother with anyone trying to spend billions and outperform TSMC?

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