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Technology Stocks : Semi Equipment Analysis

SOXX 299.48

-4.8%

Dec 12 4:00 PM EST

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To: BWAC who wrote (11758)	9/22/2003 11:41:20 AM
From: robert b furman	of 95574

Hi BWAC, I think you nailed it! With an economy that has been primed for expansion in more aspects than any I can ever remember - I think the only bet in town is on the economy having legs. It is so to speak "Written on the Wall". For those who can read it and act aggressively - I believe this is a wealth defining era. It will take conviction and persistance,but I think it is to be. JMHO Bob This dollar valuation is perhaps the fuzziest of all concepts.I have been an informal student and observer of it valuation process.The lower it goes the profits foreign countries make and the more competitive our exports become. I think the secod wave of GW non concern for foreign interests will take place in a competitive ( low ) Dollar. Suits me just fine to see the other economies take the hind Faudet for a while. Full disclosure: As a GM dealer I've held this position for a long time. Bob

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