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

To: Kirk © who wrote (7746)	10/14/2019 10:34:59 AM
From: robert b furman	Read Replies (1) \| Respond to of 26843

Gonna be huge! I have no doubt about it happening. I wonder more if it will be triggered with this Q's earnings (and possible positive guidance), or if it will be delayed till February as the 2019 end of year come out - with positive guidance in what normally would be a slightly seasonally negative guidance for Q1 2020? Either way semi's will surely lead the market again. 5G is huge, but have you noticed that PC's are growing in unit counts again? Amat Lam and Keysight are all class top shelf stocks. I'm hoping the mid tier, smaller stocks perform greater on a percentage basis i.e. Brks,Cohu,Klic - not many solid balance sheet smaller firms around any more. Bob