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Non-Tech : Kirk's Market Thoughts

COHR 181.67

+2.4%

Dec 5 9:30 AM EST

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To: Kirk © who wrote (20901)	10/13/2024 10:02:34 AM
From: robert b furman	Read Replies (1) of 26710

Good Morning Kirk, Good point, but do not forget that LRCX had a magical merger with Novellus. That put them on the par with Amat. The other BIG GORILLA is KLAC which also had a magical merger with Tencor. Both of those magical mergers gave the combined company a global footprint of servicing their substantial installed owner base of past equipment sold. Once that scale had been reached it removed them from the cyclical booms and busts in between the PC cycle. All three are now power houses in advancing the innovation of electrons and protons through tiny gates that help us all perform tasks beyond our greatest dreams. A huge financial boost to those of us who invested in the assets of the greatest revolution in our lifetimes. Bob

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