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

To: Kirk © who wrote (25837)9/9/2025 9:25:02 AM
From: robert b furman  Read Replies (3) | Respond to of 26437
 
Hi Kirk and Sun,

Semi's sure have huge seasonality - BIG dip every 3 to 5 years apart.

PC cycle? or next innovation cycle?

Bob



To: Kirk © who wrote (25837)9/9/2025 9:32:52 AM
From: Kirk ©  Respond to of 26437
 


$SOX log chart




To: Kirk © who wrote (25837)9/9/2025 12:15:59 PM
From: Sun Tzu  Read Replies (1) | Respond to of 26437
 
I think a log chart for revenue makes sense when comparing to YoY percent changes.


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