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

To: Kirk © who wrote (4633)2/3/2017 11:21:13 AM
From: Kirk ©1 Recommendation

Recommended By

  Respond to of 15350
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.”

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!

To: Kirk © who wrote (4633)2/3/2017 11:25:38 AM
From: robert b furman  Read Replies (2) | Respond to of 15350
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:

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:

Beginning to remind me of 1999 !!