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Technology Stocks : Semi Equipment Analysis
SOXX 303.84+1.3%Dec 22 4:00 PM EST

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To: Sam Citron who wrote (2602)4/3/2002 1:20:45 PM
From: Kushi Kullar  Read Replies (1) of 95622
 
I recall reading a UCLA forecast in the last few days that
indicated that we were correcting our mal-investment problem but that the issue of foreigners investing less in US equities needed to be "balanced" and that could precipitate a new downturn...there was also one other macro factor that i do not recall. Net is that they did not discount a double dip or very slow growth.
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