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   Non-TechKirk's Market Thoughts


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To: robert b furman who wrote (4626)1/23/2017 4:00:30 PM
From: Kirk ©
3 Recommendations   of 14891
 
Spicer eviscerating the liberal press for how they keep saying Trump can't do this or that, keep lying about support, crowd size, MLK's bust not in the Oval office (it was) etc...

Three cheers.

I though it was so obvious a smear job I took a cell phone shot of the crowd on the news before it became an issue...


it was obvious to me the CNN photo was from the back of the crowd so there were fewer people from DC taking a few hours off work to see the Trump compared to first president with African blood take the oath of office.

But from the front... you had to wonder why an honest news media (gag... cough) didn't post this image.

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To: Kirk © who wrote (4627)1/23/2017 4:22:56 PM
From: Ken Adams
2 Recommendations   of 14891
 
They didn't post your image because it wouldn't support the bias they wanted to portray. I think we can expect this kind of "reporting" as we go forward. I'd like to see the Trump people just ignore it and stop trying to offer silly excuses. This is NOT the most important matter all of us need to pay attention to.

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To: Ken Adams who wrote (4628)1/23/2017 4:28:39 PM
From: Kirk ©
5 Recommendations   of 14891
 
Spicer did good in the press conference going after the press. Then I checked the "news" that CBS, CNN and a few others "reported" and they made mention of it but never retracted how they lied about what Spicer said... or don't understand plain English and misstated it to make Trump look bad. They for sure didn't report Spicer's exact words that repeated what he said on Saturday and how THE PRESS didn't understand plain English....

Someone pointed out to me earlier that this might be part of his tactic... to attack a known, corrupt, untrusted group... the press (who were clearly in the bed for HRC and it took the Russian Hackers to prove CNN cheated during the debates and gave HRC debate questions ahead of time) while making friends and getting things done behind the scenes.... such as meeting with CEOs today (I saw a picture with Elon Musk there after lobbying to be in that group)

I didn't vote for Trump but I try to pride myself in being honest and I'm impressed at how he's hit the ground running and may actually accomplish things.


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To: Kirk © who wrote (4629)1/24/2017 8:40:03 AM
From: Ken Adams
4 Recommendations   of 14891
 
I wasn't pleased with the choice, but I voted for Trump. In trying to see the very big picture, I felt a vote for any other choice would narrow the chance to preserve the basics of what makes this nation great. That is the urgent need to appoint Supreme Court Justices who will firmly stand on the Constitution. The appointment of conservative minds to that bench will go a long way to put the brakes on the progressive direction we're currently headed. Further, by extension, it will keep our new President from any dictatorial concepts.

............I hope!

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To: rdkflorida2 who wrote (4621)1/25/2017 6:41:23 PM
From: Kirk ©
2 Recommendations   of 14891
 
You have to admit that this is SHAMEFUL.
They even had a handle for organizing it! #disruptj20

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From: rdkflorida21/30/2017 5:44:31 PM
2 Recommendations   of 14891
 
AIRI > Another big move up on big volume. News was interesting. I am looking forward to the C.C. "IF" mgmt. delivers pps could be up to $6 area or better this year. All, IMHO. RDK

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To: robert b furman who wrote (4626)2/3/2017 11:17:42 AM
From: Kirk ©
1 Recommendation   of 14891
 
Key: "We expect modest growth to continue in 2017 and beyond.”
.
Global Semiconductor Sales Reach $339 Billion in 2016
.
WORLDWIDE INDUSTRY POSTS HIGHEST-EVER ANNUAL SALES; YEAR-TO-YEAR SALES INCREASE 12 PERCENT IN DECEMBER
.
Published Thursday, February 2, 2017 4:30 pm
by Dan Rosso
.
WASHINGTON—Feb. 2, 2017—The Semiconductor Industry Association (SIA), representing U.S. leadership in semiconductor manufacturing, design, and research, today announced the global semiconductor industry posted sales totaling $338.9 billion in 2016, the industry’s highest-ever annual sales and a modest increase of 1.1 percent compared to the 2015 total. Global sales for the month of December 2016 reached $31.0 billion, equaling the previous month’s total and bettering sales from December 2015 by 12.3 percent. Fourth quarter sales of $93.0 billion were 12.3 percent higher than the total from the fourth quarter of 2015 and 5.4 percent more than the third quarter of 2016. All monthly sales numbers are compiled by the World Semiconductor Trade Statistics (WSTS) organization and represent a three-month moving average.


“Following a slow start to the year, the global semiconductor market picked up steam mid-year and never looked back, reaching nearly $340 billion in sales in 2016, the industry’s highest-ever annual total,” said John Neuffer, president and CEO, Semiconductor Industry Association. “Market growth was driven by macroeconomic factors, industry trends, and the ever-increasing amount of semiconductor technology in devices the world depends on for working, communicating, manufacturing, treating illness, and countless other applications. We expect modest growth to continue in 2017 and beyond.”

Several semiconductor product segments stood out in 2016. Logic was the largest semiconductor category by sales with $91.5 billion in 2016, or 27.0 percent of the total semiconductor market. Memory ($76.8 billion) and micro-ICs ($60.6 billion) – a category that includes microprocessors – rounded out the top three segments in terms of total sales. Sensors and actuators was the fastest growing segment, increasing 22.7 percent in 2016. Other product segments that posted increased sales in 2016 include NAND flash memory, which reached $32.0 billion in sales for a 11.0 percent annual increase, digital signal processors ($2.9 billion/12.5 percent increase), diodes ($2.5 billion/8.7 percent increase), small signal transistors ($1.9 billion/7.3 percent), and analog ($47.8 billion/5.8 percent increase).

Regionally, annual sales increased 9.2 percent in China, leading all regional markets, and in Japan (3.8 percent). All other regional markets – Asia Pacific/All Other (-1.7 percent), Europe (-4.5 percent), and the Americas (-4.7 percent) – saw decreased sales compared to 2015.

“A strong semiconductor industry is strategically important to U.S. economic growth, national security, and technological leadership,” said Neuffer. “We urge Congress and the new administration to enact polices in 2017 that spur U.S. job creation, and innovation and allow American businesses to compete on a more level playing field with our competitors abroad. We look forward to working with policymakers in the year ahead to further strengthen the semiconductor industry, the broader tech sector, and our economy.”

To find out how to purchase the WSTS Subscription Package, which includes comprehensive monthly semiconductor sales data and detailed WSTS Forecasts, please visit semiconductors.org. For detailed data on the global and U.S. semiconductor industry and market, please consider purchasing the SIA Databook here: semiconductors.org.

December 2016 chart and graph

SIA’s 2017 Policy Priorities

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To: Kirk © who wrote (4633)2/3/2017 11:21:13 AM
From: Kirk ©
1 Recommendation   of 14891
 
They added this to the statement, a thought I myself tweeted to president Trump when he was the "president elect."
“A strong semiconductor industry is strategically important to U.S. economic growth, national security, and technological leadership,” said Neuffer. “We urge Congress and the new administration to enact polices in 2017 that spur U.S. job creation, and innovation and allow American businesses to compete on a more level playing field with our competitors abroad. We look forward to working with policymakers in the year ahead to further strengthen the semiconductor industry, the broader tech sector, and our economy.”
semiconductors.org

If Apple is encouraged to use some of its nearly 1/4 Trillion clams to build semiconductor factories in the US rather than buy from Korea and Taiwan, it could be very, very good for our stocks!

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To: Kirk © who wrote (4633)2/3/2017 11:25:38 AM
From: robert b furman
   of 14891
 
Hi Kirk,

CY had 19 % revenue growth - Internet of things (recently bot from Broadcom) exceeding our expectations.

This is response to nice webcast last night:

screencast.com

They have targeted sectors with in the semi business that will grow faster than the industry new CEO that replace TJ sound very sharp AND aggressive.

over 1/3 revenue is automotive using memory to make modern auto clusters.
USB - 3
I of T

3 huge growth drivers.

They are in 19 of top 20 automakers for connectivity via bluetooth.

Autonomous cars will slowly make CY 50 % automotive imo.

Brooks the day before:

screencast.com

Beginning to remind me of 1999 !!

Bob

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To: robert b furman who wrote (4635)2/3/2017 11:34:12 AM
From: Kirk ©
   of 14891
 
I like TJ Rogers but CY has a lot of debt and little cash so it is less attractive for a takeout and given they are not making profits now with the market at a record high... risky.

finance.yahoo.com

Also, TJ isn't listed as a Key Exec....
finance.yahoo.com

investors.cypress.com

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