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

To: Kirk © who wrote (12464)	12/6/2021 11:42:52 AM
From: robert b furman	Read Replies (3) \| Respond to of 26439

Good Morning Kirk, Those 18 years a lot has happened: General growth A lot of acquisitions/BK's The best now also have a huge service of repairing the installed owner base - much of which was achieved and consolidated via mergers. The paying of dividends to the stockholders. Product proliferation such that the PC cycle is no longer the only game in town. Several very large new markets growing simulraneously: Autos ADAS,EV electrification, autonomous driving. 5G and it's longer term rollout beyond just mobile phones. A "coming home" of high value manufacturing in the Semi, and Industrial sectors as long supply lines have proven to be difficult in this tariff/ pandemic environment. Bob