Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Kirk © who wrote (7351)	8/2/2019 1:16:41 PM
From: robert b furman	Read Replies (2) \| Respond to of 26807

Hi Kirk, Last night BRKS beat and guided a bit light for the semi sector only. Schwartz said he thought the September quarter may mark the trough in semi's from a logic/foundry perspective. Didn't want to voice an opinion on memory,as Capex is still hurting ASP, not to mention the South Korea /Japan food fight over war reparations regarding forced labor? Brks getting a walk to the woodshed today. I'm not like you - I find it hard to rebuy at higher levels - wish I wasn't, but I have not learned to do that well. I'm a long term holder of BRKS mostly due to their life sciences innovative storage and cooling destructive enabling technologies. Wish I was more like you by the way. Bob