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

To: robert b furman who wrote (4296)	9/14/2016 10:25:08 AM
From: Kirk ©	Respond to of 26443

Good stuff, thanks. Unfortunately, FNSR's strength didn't completely overcome the decline in other stocks but I held up much better than the 3.5% market pullback.

To: robert b furman who wrote (4296)	9/14/2016 2:28:17 PM
From: Kirk ©	Respond to of 26443

Finisar would be one of those companies that said (in Conf call) it was selling all it could make of some data center products: The data-center market continues to exhibit strength as numerous suppliers continue to see strong demand (even outstripping supply in certain cases), and it remains our end-market of choice this year as large data-center build-outs driven by large hyperscalers continue.

To: robert b furman who wrote (4296)	9/15/2016 3:58:48 PM
From: Kirk ©	2 Recommendations Recommended By Gottfried rdkflorida2 Respond to of 26443

Every stock green today, so far! Dear Kirk Lindstrom, Thank you for your submission. Your article has been selected for exclusive publication on Seeking Alpha as part of our Premium Partnership Program. You can see it live here: 3.4% SPY Decline Has Helped Many Market Sentiment Indicators A link to your article will be sent to 36,120 investors as a real-time email alert. Time to windsurf!

To: robert b furman who wrote (4296)	9/27/2016 2:03:08 PM
From: Kirk ©	Read Replies (1) \| Respond to of 26443

MUSIC TO MY EARS! More good news for our old friend, Intel: Rising notebook demand causing shortages in many components Aaron Lee, Taipei; Joseph Tsai, DIGITIMES [Monday 26 September 2016] With demand for notebooks stronger than expected and notebook component suppliers conservative about their shipments, several components including panel, battery and solid state drive (SSD), reportedly are suffering from shortages, according to sources from the upstream supply chain. Several notebook vendors including Hewlett-Packard (HP) and Dell have already increased their notebook shipment forecasts for the second half of 2016 and first half of 2017 recently. Demand for notebooks has also been rising since the second quarter and is growing even stronger in the third quarter due to factors such as low channel inventory, Intel's new processor and rising acceptance for Windows 10 and consumers starting to replacement their old products. Because of the shortages, vendors have been aggressively securing their component supply, hoping to minimize the impact on their year-end holiday sales. More at digitimes.com