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

To: Kirk © who wrote (10994)	2/23/2021 10:12:12 AM
From: robert b furman	Read Replies (1) \| Respond to of 26782

Good Morning kirk, Never would have thought that a pandemic would trigger a chip shortage fueled by end user demand of computres. Add tht to what I did expect would move the needle 5G and automotive demand for chips. I'm thinking this deep dive in chip equipment stocks is a beautiful opportunity to buy back some value somewhere. Oils must be having huge money flows - they are on quite a prolonged rally up. I'm under water on XOM and above nicely on CVX. I was able to convert some Cohu into XOM. Tried to do more , but XOM has been on a tear and it appears energy is creating some selling in tch land as money leaves equipment makers and chases energy. Earnings appear to be more than robust for the equipment makers. Wild times. Bob