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

To: Kirk © who wrote (7041)	4/25/2019 12:42:15 PM
From: robert b furman	Read Replies (2) \| Respond to of 26837

Hi Kirk, I see where one of your favs is collaborating with my largest position on 5G testing: SANTA ROSA, Calif., November 5, 2018 Keysight Technologies, Inc. (NYSE: KEYS), a leading technology company that helps enterprises, service providers, and governments accelerate innovation to connect and secure the world, announced it has extended the company's collaboration with Cohu Inc., a leading provider of test solutions for the electronic industry, to deliver enhanced high volume manufacturing (HVM) solutions for the 5G semiconductor manufacturing test market. The integration of Keysight's 5G NR Signal Studio and PXI modular instruments with Cohu's HVM radio frequency (RF) test tools enables 5G semiconductor manufacturers to streamline the transition from device validation testing (DVT) to HVM. Tightly integrated tools in both DVT and HVM allow users to easily correlate measurement test results, leading to faster time-to-volume (TTV) of 5G power amplifiers (PAs) and RF front-end modules (FEMs). "We are excited to work with Cohu to make these best-in-class 5G manufacturing test solutions possible and to help PA/FEM manufacturers reduce the time and overall cost of testing as they transition from DVT to HVM," said Giampaolo Tardioli, vice president of Keysight's Network Access group. Keysight's wide range of 5G solutions enable semiconductor providers and other wireless equipment manufacturers to address a diverse set of workflow test requirements, from design and simulation, to prototype test and manufacturing. Leveraging Keysight's PathWave design and test software platform enables these solutions to offer a common environment across PA/FEM workflow solutions, while improving efficiency with common measurement IP and leverageable automation code. "Keysight's expertise and 5G test solutions have helped Cohu deliver high volume manufacturing solutions with a competitive edge for the 5G semiconductor manufacturing test market," says Steve Wigley, vice president of the Semiconductor Test Group at Cohu. "The integration of Keysight's software and PXI modular hardware with our HVM RF test tools greatly simplifies the task of correlating measurement test results between design validation and manufacturing test, creating a significant advantage for our customers." Cohu (Nasdaq: COHU) is a global leader in back-end semiconductor equipment and services, delivering leading-edge solutions for the manufacturing of semiconductors and printed circuit boards. Additional information can be found at www.Cohu.com. About Keysight in 5G Keysight's industry-first 5G end-to-end design and test solutions enable the mobile industry to accelerate 5G product design development from the physical layer to the application layer and across the entire workflow from simulation, design, and verification to manufacturing, deployment, and optimization. Keysight offers common software and hardware platforms compliant to the latest 3GPP standards, enabling the ecosystem to quickly and accurately validate 5G chipsets, devices, base stations and networks, as well as emulate subscriber behaviour scenarios. Additional information about Keysight's 5G solutions is available at www.keysight.com/find/5G. About Keysight Technologies Keysight Technologies, Inc. (NYSE: KEYS) is a leading technology company that helps enterprises, service providers, and governments accelerate innovation to connect and secure the world. Keysight's solutions optimize networks and bring electronic products to market faster and at a lower cost with offerings from design simulation, to prototype validation, to manufacturing test, to optimization in networks and cloud environments. Customers span the worldwide communications ecosystem, aerospace and defense, automotive, energy, semiconductor and general electronics end markets. Keysight generated revenues of $3.2B in fiscal year 2017. In April 2017, Keysight acquired Ixia, a leader in network test, visibility, and security. More information is available at www.keysight.com. Bob

To: Kirk © who wrote (7041)	4/27/2019 1:35:05 PM
From: Winfastorlose	Read Replies (1) \| Respond to of 26837

Another good article on Musk. Finally the street seems to be holding his feet to the fire for all of the lies. Unfortunately, it doesn't seem to deter him, however and now we see the SEC has buckled with that clown. His political connections can not be overestimated. I guess there is now a green light for the entire stock market to become a pump and dump festival since he has gotten away with it again. Opinion: Elon Musk keeps moving Tesla’s finish line Published: Apr 27, 2019 11:32 a.m. ET After promising last year that Tesla would be profitable moving forward, Musk continues to miss the mark Reuters Tesla CEO Elon Musk attends the Shanghai Gigafactory groundbreaking ceremony in Shanghai, China, in January. By JEREMYC. OWENS TECHNOLOGY EDITOR Elon Musk on Aug. 1, 2018: “In the second half of 2018, we expect, for the first time in our history, to become both sustainably profitable and cash-flow positive.” Elon Musk on Oct. 24, 2018: “We expect to again have positive net income and cash flow in Q4, and I believe — our aspirations, I think — will be for all quarters going forward.” Elon Musk on Jan. 30: “At this point I’m optimistic about being profitable for Q1 ... and for all quarters moving forward.” Elon Musk on Feb. 28: “We do not expect to be profitable in Q1, But we do think that profitability in Q2 is likely.” Elon Musk on Wednesday, after reporting more than $700 million in first-quarter losses: “We expect to return to profitability in Q3 and significantly reduce our loss in Q2.” Catch a pattern there? When Tesla Inc. TSLA, -5.04% reported profit in consecutive quarters last year, it appeared to have finally reached a new stage in its evolution, one of the bumpiest rides many market watchers have experienced. But the electric-car maker’s erratic chief executive has continued to push back the finish line that Tesla seemed to have already crossed. Tesla should be sustainably profitable and cash-flow positive by now, as Musk promised last August, but still nothing about this company feels sustainable or repeatable. After fighting through the tough Model 3 production ramp last year, Musk has pushed Tesla right into a Model Y production ramp and China factory build-out while making outrageous promises about autonomous capabilities. In Monday’s presentation that produced those predictions, Musk also backtracked on his cash-flow-positive oath, saying that Tesla will likely be cash-flow-neutral until Tesla cars become a network of fully self-driving robo-taxis. While Musk promised that magical leap in autonomous capabilities and execution will happen next year, that is a pipe dream. After powering through the problems with Model 3 production last year, Musk should have calmed Tesla down and focused solely on establishing a strong delivery process to meet — and hopefully increase — demand for the car worldwide. Instead, he has used delivery problems as an excuse for not living up to his profitability promise. “If we were to fully optimize for profitability in Q2, I think we could do it, but then we would be unable to unwind this crazy wave of deliveries,” Musk said in Wednesday’s conference call. Tesla has continued to move at the speed of a tiny startup, with Musk revising pricing, retail structure, automotive options and head count repeatedly, and continued to come up with new initiatives like insurance and leaf-blowers. Investors — who have driven Tesla’s stock price down more than 22% so far this year, even as the S&P 500 index SPX, +0.47% has gained 16.8% — are left to wonder where Tesla’s actual finish line is. Don’t bother wondering. It will eventually move farther away anyway. marketwatch.com