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

To: Kirk © who wrote (2176)	10/21/2014 10:05:21 AM
From: robert b furman	Read Replies (1) \| Respond to of 26439

Hi Kirk, It does not make a lot of logic to retain a computer services comp (IBM) and throw out the # 2 maker of PC and printers when you are trying to measure the industrial sector. That being said HPQ is also trying to morph into a services company. I'm thinking as our world continues to shift everything to the digital side of the world, semi equipment companies should find themselves in the industrials - Amat klac and lrcx come to mind. Sure be nice to see all of the index finds have to bid them up ! Bob