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

To: Kirk © who wrote (16560)	8/17/2023 10:11:07 PM
From: robert b furman	1 Recommendation Recommended By sixty2nds Read Replies (2) \| Respond to of 26744

Hi Kirk, Memory is stinking up the semi story. Fabs and frontend equipment that do not get into memory should be positive surprises. Lower nodes and more layers all means the top end equipment should have higher prices and the higher margins. Cohu's thermo control during demanding test procedures should be a good money maker (they too have the highest margins). In general buying on the dips as this build ramp from near shoring and onshoring evolves should give us a healthy future boost into the not too distant future (6 to 18 months)? Closer is even better, but I'd like to build some more dividend reinvestment funds. Bob