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

To: Kirk © who wrote (7174)	5/22/2019 11:22:32 AM
From: robert b furman	Read Replies (1) \| Respond to of 26758

Hi Kirk, That certainly flies against news consensus regarding trade wars. Talking heads are all talking rate cuts and recessions. OK I get it, bearish news before the June quarter wraps up - seems a bit early to me. Suspect we start a launch up into July earnings very soon. Clx is supportive of a launch,TV darn sure isn't . I think the 5G ramp is being pulled forward and few will anticipate how large it will be. Lot's of new rf chips lots of memory and more importantly LOTS OF INFRASTRUCTURE. Especially if Sprint & T- Mobile allowed to merge and a 5G build out for all 3 majors turns on simultaneously. Chip business is good and getting better, while stock prices are declining. What's not to like. Buy the dip! Cohu's web cast said their revenue build will be back half loaded due to 5G test systems. I've been selling August and November puts. Not big money but put premium income, levering the shares I own. I view it like a dividend boost. If there is another dip to low 14's, I'll sell another tranche. Thanks for the good news! Bob