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

To: Return to Sender who wrote (3440)	9/22/2015 2:18:36 PM
From: The Ox	Read Replies (1) \| Respond to of 27223

I was almost certain the FED would raise rates until we started hearing about another shutdown of the government in Washington DC. I don't think they wanted to embarrass the politicians, so they blamed the "pushing out" of the rate rise onto China....fwiw, my 2 cents.....etc....

To: Return to Sender who wrote (3440)	9/23/2015 1:26:41 PM
From: Gottfried	3 Recommendations Recommended By berniel Return to Sender The Ox Read Replies (1) \| Respond to of 27223

OT? *** What You Should Never Do If You Meet a Bear DON'T RUN; AND THE TYPE OF BEAR MATTERS IN IMPORTANT WAYS By Brownie Marie, Newser Staff Posted Sep 19, 2015 6:00 PM CDT newser.com thanks to bentway

To: Return to Sender who wrote (3440)	10/7/2015 10:43:03 AM
From: Kirk ©	2 Recommendations Recommended By Gottfried Return to Sender Read Replies (1) \| Respond to of 27223

Rydex Bearish Fund Assets At Three Year High (after a 100 point rally in the SnP 500!) From jlfmi.tumblr.com

To: Return to Sender who wrote (3440)	10/14/2015 4:16:51 PM
From: Kirk ©	1 Recommendation Recommended By mary-ally-smith Respond to of 27223

Intel, AMAT, LRCX and several others up today despite a 0.5% down day for the market. Maybe people thought Intel would cut capx even more than this? For the full year 2015, we are forecasting the midpoint of capital spending at $7.3B, down $400M from our previous expectations from files.shareholder.com

To: Return to Sender who wrote (3440)	10/14/2015 4:28:19 PM
From: Kirk ©	Respond to of 27223

AHhhhh.... this may be it... from the conference call: Stacy Smith - EVP and CFO Sure. Actually, it’s a pretty specific issue this quarter. We upgraded the configuration of a specific piece of equipment that we were going to buy [indiscernible] some delivery slots that were towards the end of this year. As we upgraded to a richer configuration, it swapped out to delivery slots from the end of this year, to Q1 of next year. So just shifted a few hundred million dollars worth of CapEx from 2015 to 2016. In terms of outlook for next year, we are not providing that forecast now. We will talk obviously a lot more about that in November. You do have to keep in mind, this was an unusually low year, so I'd expect directionally, CapEx will be up some next year, but we will talk much more about that in November. seekingalpha.com