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Non-Tech : Kirk's Market Thoughts
COHR 154.52-3.0%Nov 7 3:59 PM EST
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CrashDavis
To: robert b furman who wrote (23324)2/16/2025 10:43:49 AM
From: Kirk ©1 Recommendation   of 26443
 
Thanks for your thoughts on this Bob

I worry about a loss of competition but perhaps it is like airliners, and it will boil down to Mainland China vs US based companies with TSMC the volleyball... or hockey puck.

IF China develops commercial nuclear fusion first, then it is game, set and match. I think we should be putting government money into getting that done first rather than more trips to the Moon or landing on Mars.

A joint venture would eliminate the fear of failure for Intel investors so they might be more willing to spend to increase USA capacity quicker.

I think our real estate shortage and cost problems are in large part due to government costs and taxes too. We've had so much massive inflation in California that most of us at an age to downsize are remodeling our larger than needed homes for the long term rather than sell since the taxes owed are so high we can't afford to buy smaller homes in the same city with the money left over after taxes.

If I was running Intel, I'd want 51% of the foundry so if they become profitable enough, they could buy out the others if the others wanted to sell. Under 51% and the currently cash rich companies might buy them out with a hostile takeover. TSMC might also want 51% so the US based companies don't hostile take over their share after they give up the needed IP to become competitive.

Kirk
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