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


To: Kirk © who wrote (17855)1/28/2024 12:49:25 PM
From: robert b furman  Read Replies (1) | Respond to of 26474
 
Hi Kirk,

On a day when KLAC (who has been on a long roll) beat but issued weakening guidance.

In a world where smaller nodes and AI chips reinventing what is hot and in demand, metrology having a questionable guidance for the future is not the norm from the past.

RUH ROH?

Bob