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


To: Jerome who wrote (1726)7/18/2014 9:49:46 AM
From: berniel  Respond to of 27088
 
note: There are two counties in the UP of MI, where Finlanders predominate (Iron County and Marquette).

Yes, Marquette was the only place I ever visited. Where 2 people speaking the same language English, but with different accents. Could not understand each other. A bostonian and a finlander giving directions....LOL



To: Jerome who wrote (1726)7/18/2014 9:55:41 AM
From: robert b furman  Read Replies (2) | Respond to of 27088
 
Is dat you OLLIE?

LMAO



To: Jerome who wrote (1726)7/18/2014 1:48:44 PM
From: ETF1  Respond to of 27088
 
LOL

Very funny Jerome

Hey Kirk, thats a great idea....move to Finland......the heck with Redmond WA. where its 58 degrees.

If MSFT moved to Finland they could give each employees a set of snowshoes, and a bottle of vodka to help to keep warm.

Instead of side trips to Vegas and Southern California....they could go to St Petersburg for a little R&R.

They could all learn to ice fish, and take tours of the Arctic on Russian ships.



To: Jerome who wrote (1726)7/18/2014 6:07:53 PM
From: Fuzzy  Respond to of 27088
 
You best check the back woods of Keweenaw county,,,makes Marquette county seem like a southern state!!!!!!



To: Jerome who wrote (1726)7/22/2014 7:20:20 PM
From: Kirk ©1 Recommendation

Recommended By
Gottfried

  Read Replies (2) | Respond to of 27088
 
Market Update:

Interesting how the S&P is up double the DOW while the Russell is still down for the year.



This shows the DOW and S&P are just 0.1% below record highs.



The green band was options expiration Friday and the 16th was a major Bradley date



To: Jerome who wrote (1726)7/24/2014 9:57:17 AM
From: Kirk ©  Respond to of 27088
 
It would sure be nice if Intel could get Apple orders, but my guess is the cash is outside the US so it is 35 to 40% cheaper for Apple to have their chips made in Taiwan or Korea.

Does anyone know what chips Intel currently makes in Israel? I believe that is their only offshore fab.

Apple to become largest client for TSMC, say sources

Josephine Lien, Taipei; Steve Shen, DIGITIMES [Wednesday 23 July 2014]
digitimes.com
.
Apple is expected to become the largest client for Taiwan Semiconductor Manufacturing Company (TSMC) as the Taiwan-based foundry house has begun to ramp up production of A8 processors and is likely to continue to fabricate the vendor's A9 CPUs in 2015, according to industry sources.

Although TSMC appears to have lost Qualcomm's 14nm chip orders to Samsung Electronics, TSMC will win Apple's A9 processor orders with its 16nm process, explained the sources.

TSMC's 16nm FinFET and 16nm FinFET Plus processes are expected to enter volume production in the second half of 2015, said the sources.

A Digitimes earlier report indicated that TSMC will snap up Apple's A9 processor orders with its 16nm FinFET Plus node.

The 16nm processes combined with the 20nm process will serve as TSMC's growth drivers over the next three years, TSMC has said.



To: Jerome who wrote (1726)7/24/2014 10:04:46 AM
From: Kirk ©  Read Replies (1) | Respond to of 27088
 
10nm will be offshore in Israel....

Israel wins Intel's 10nm fab contest – unless it hasn't | ZDNet

Summary: An announcement by Intel that it was spending $6bn to upgrade its Kiryat Gat plant was greeted with joy in Israel, and skepticism elsewhere.

During those several years, Intel was said to be trying to decide where to build the 10nm plant — in Israel or Ireland, with the plant seen as one of the main production facilities for Intel chips in the coming years.

The two countries have been lobbying for Intel's business, offering incentives and tax breaks — as would be expected, said Mooly Eden, Intel International SVP and CEO of Intel Israel. At an event in Tel Aviv earlier this year, Eden said that both governments "know how the game is played. In today's world, this is how governments bring jobs in".

As an Israeli, Eden, of course, would prefer to see the plant in Israel, but for Intel the decision was purely economic. That said, the investment made sense for the government, Eden said.

"Israel gets back a lot more from Intel that it does from other multinationals. Over the years Intel has invested $10.8bn in Israel. Taking into account all of the services and outside contractors we use, Intel's activities on Israel is responsible, in our estimation, for some 30,000 jobs in the Israeli economy."