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

To: robert b furman who wrote (6867)	3/16/2019 11:23:54 AM
From: Kirk ©	Read Replies (2) \| Respond to of 26398

Excellent. That is probably the best analysis of the downturn I've read or listened to. Maybe I missed it but does anyone on CNBC talk about burning all the non 5G inventory and waiting for new designs? Note on the chart where growth bottoms is usually exceptional buy signals. Those of us who can think ahead, like you just did and I'm writing about in my next newsletter, can do really well with our capx related stocks. FWIW, I heard the Galaxy S10 w/o 5G is selling well and we sure like my GF's S9 that I got for a very reasonable $600 or so after the Costco gift cards. Only status seekers need to spend $1000 to $1200 for a phone that doesn't do much more than the S9 and I think the world is starting to do what I predicted years ago... Apple phones are a commodity for most people who just want to connect to the internet, take good pictures and sometimes actually make a phone call.