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

To: Kirk © who wrote (4767)	4/19/2017 1:07:04 PM
From: robert b furman	Read Replies (2) \| Respond to of 26729

I marveled at Lrcx's earnings and future guidance. The consolidations that have occurred over the last few years have really built solid winners. Those not having the ability for stable earnings and solid growth - WITHOUT THE OLD PC LIKE CYCLES, WILL DO VERY WELL. Those that will still have cycles - with the cycles now having been so long are seeing even patient stock holders bail out. I think chief has nailed it - as this market gets higher - there will be nose bleeds. Those with a big moat and stable growth and earnings will be big time winner. Amat, Lrcx, Klac, Intc, Mu. The one thing that could upset the cart - but it will be years out is if China's efforts flood the market like S Korea tried to do with memory. I saw Fnsr down this morning and Rtec was up big too. Bifurcated market. Bob