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

To: Kirk © who wrote (6852)	3/14/2019 12:45:22 PM
From: robert b furman	Read Replies (1) \| Respond to of 26811

Hi Kirk, I'm talking my book here, but the Semi equipment companies have merged to become dominant players with in their expertise. As they buy back stock, I' like to see them become dividend growth income high yielders. It has become so consolidated (even among chip makers) that there is becoming a huge moat around most of these survivors. To attract a stable ownership of stock holders, the dividend makes a very buoyant support to price. Amazing how these companies have morphed over the long run. Us old pharts can talk about the many battles endured within this sector. <smile> Bob