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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (982)	3/28/2014 12:25:38 PM
From: Blasher	Read Replies (1) \| Respond to of 26766

Apple makes a percentage of that . . so it should help them too.

To: Gottfried who wrote (982)	3/31/2014 10:31:56 AM
From: Kirk ©	Respond to of 26766

Will Intel or TSMC get these orders? TSMC likely to launch 16nm FinFET+ process at year-end 2014 Monday 31 March 2014 News website: www.digitimes.com Taiwan Semiconductor Manufacturing Company (TSMC) is likely to add two more advanced processes to its 16nm process portfolio in order to compete with the 14nm nodes to be released by Intel and Samsung Electronics, according to industry sources. According to TSMC's original roadmap, the 16nm FinFET process is expected to enter trial production at the end of 2014. But TSMC now plans to release a 16nm FinFET+ process also at the end of 2014 and a more advanced 16nm FinFET process in 2015-2016, the sources noted. The 16nm FinFET+ process is expected to enter volume production in early 2015 and may help TSMC win A9 processor orders from Apple, the sources indicated. Some mobile fabless customers may directly adopt the 16nm FinFET+ process since it gives an additional die shrink, while migrating from 20nm, according to JP Morgan Securities. The more advanced 16nm process is tentatively named as 16nm FinFET Turbo, the sources noted.

To: Gottfried who wrote (982)	3/31/2014 10:50:13 AM
From: Kirk ©	1 Recommendation Recommended By Gottfried Read Replies (1) \| Respond to of 26766

This looks like fun Kiteboating on foils! youtube.com Very cool.

To: Gottfried who wrote (982)	3/31/2014 11:12:10 AM
From: Fintas	1 Recommendation Recommended By Gottfried Read Replies (2) \| Respond to of 26766

Re MSFT.. when I grabbed msft off the lows I suggested to a few who were close they consider it. They were told by their brokers and similar msft was a tired old dog and would go no where. At the time I had a 40 target from under 19. Yup msft is an old dog. NOT! What many also missed is MSFT offered many who understood that old dog the upside re LEAPS was substantial from those 22.5's to the 30 on the first run up.. That push to 38 in 2007 was a thing of beauty back then for 30's. This move from the teens since then simply offered many a great opportunity IF they did their FA. Here and now I've raised the upside target. Yet I also understand pull backs should be expected before that target is hit. Bottom line. If one doesn't have the skill to do the FA and understand the relationship with TA..Then find one who does. KIRK DOES! Fintas