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

To: Kirk © who wrote (7001)	4/18/2019 3:25:27 PM
From: robert b furman	Read Replies (1) \| Respond to of 26871

Good question1 I COULD SEE A BIDDING WAR BETWEEN VOLKSWAGEN AND GM ( Not to mention the Chinese government sponsored electric vehicle builder - The WHITE KNIGHT - BDY. All of the neat cool future product plans would be diverted to the "NEW" Franchise. It would be cool and hip and very consumer friendly. Maintenance included,with rental cars delivered to your home for pickup - of course they would all be featuring the newest EV designs. All the best engineering would go to the new franchise. Shades of Saturn all over again. The greed in the corporate towers would boil. "Just think we could be making all of the gross that those greedy dealers are making on our designs and manufacturing prowess." "We deserve it all !!" It could be the Mother of all bidding processes ! Could go much higher. Heck, all we'd need to enter into the bidding was BYD , funded by the Chinese Liberation Army - like Hauwei is. Then the sky is the limit. Bob

To: Kirk © who wrote (7001)	4/20/2019 9:00:20 AM
From: robert b furman	Read Replies (2) \| Respond to of 26871

Good Morning Kirk, Good Friday was good to us with TSMC's earnings reported with better guidance. I'm hoping this comment gets repeated along with stronger guidance as TSMC just reported: “While the economic factor and mobile product seasonality are still lingering as we move into second quarter, we believe we may have passed the bottom of the cycle of our business as we are seeing demand stabilizing. I suspect it is this belief that has propelled the SOX into recent new highs: screencast.com Bob