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   Non-TechKirk's Market Thoughts


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To: Kirk © who wrote (4633)2/3/2017 11:21:13 AM
From: Kirk ©
1 Recommendation   of 14553
 
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 14553
 
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 14553
 
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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To: robert b furman who wrote (4635)2/3/2017 11:36:25 AM
From: Kirk ©
   of 14553
 
I'd be happier if TJ was still involved with CY but he's done what many wealthy older men who are not ashamed of thinning hair do...

peninsulaeatz.files.wordpress.com

Spend time with his lovely, much younger wife making and drinking wine!

peninsulaeatz.wordpress.com

Valeta Massey and TJ Rodgers at their winery.



It looks like TJ is a GB fan, maybe you can trade him some peppers for wine! LOL

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To: Kirk © who wrote (4636)2/3/2017 11:55:03 AM
From: robert b furman
   of 14553
 
TJ - retired from CEO job mid to late last year.

Still on board as chairman (I think it is chairman).

Now is running decatec, a growth division of CY that makes connections to small chips by expanding a chip's connectors to a bigger footprint - that allows very small IC"s to get connected by solder balls and then wires to the expanded connector.

Used in wafer level packaging - big growth in future (smart phones and thin devices)

Bob

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To: Kirk © who wrote (4637)2/3/2017 11:56:40 AM
From: robert b furman
   of 14553
 
Now that's good thinking !!

Any Packer fan has to be an alright guy!!

Does he make wine or sell grapes??

Bob

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To: robert b furman who wrote (4638)2/3/2017 12:02:27 PM
From: Kirk ©
   of 14553
 
TJ is Not listed as board chairman.... that was news to me.

Go read the article link that covers his vineyard and winery.

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From: rdkflorida22/7/2017 1:02:08 PM
2 Recommendations   of 14553
 
AIRI >> Again we see a spike in volume and price. Going hand and hand. I think "maybe" people are taking notice of the $90 million in "firm" backlog. Also, reduced debt. Just a FYI update. RDK

Message 30960883

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From: Gottfried2/8/2017 12:45:03 PM
   of 14553
 
OT ** Deepwater Horizon youtu.be
true story of the explosion 7 years ago en.wikipedia.org

the movie conveys an appreciation of the complexity - and danger - of deep water drilling

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To: Da Rookie who wrote (4605)2/9/2017 12:32:36 PM
From: Kirk ©
   of 14553
 
Anyone follow Under Armour?

Did Steph Curry help make the stock bottom yesterday or is today a small, dead kitty bounce before going lower?

Still has trouble with people not going to malls for impulse buys. You can buy the gear online but so many alternatives at a fraction the cost... though I have to say the UAA/UA gear I've bought (most used is compression shorts for elliptical workouts and yoga class) has held up for years.


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