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

To: robert b furman who wrote (7006)	4/20/2019 10:05:19 AM
From: Kirk ©	Respond to of 27373

Something about great minds thinking alike.... 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. Just yesterday I put that exact quote in my next newsletter that will probably get emailed out later today. I haven't heard ECRI change positive either. From the same page: This confirms the bottom in semiconductor demand that I wrote about last month as probably happening just as negative sentiment was peaking. I wrote, “Most analysts are still bearish. For example, on 3/16/19 ECRI concludes “with GLMI (ECRI’s Global Leading Manufacturing Index) growth still plummeting, there is no light at the end of the tunnel, and semiconductor demand will fall further.” tinyurl.com For my money, pretty hard to beat the higher low in December for the leading test equipment maker, Keysight, as about a strong leading indicator....