Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 316.33

+1.3%

Dec 10 4:00 PM EST

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To: Cary Salsberg who wrote (4120)	7/18/2002 12:56:00 PM
From: Sam Citron	of 95546

While we keep our micro eye focused on orders, let's not forget the macro picture. As Felix Rohatyn just noted in response to the question by his CNBC interlocutor, "What would it take for you to feel comfortable enough to get back in the stock market?": "First I'd like to be more comfortable with the the overall economic outlook for the country. We have gone from strong surplus, strong currency and big capital inflows to big deficits, weak curency and capital outflows. And it still has not reflected the fact that four to five trillion dollars in market cap have evaporated. And I'd like to know that directors represent stockholders..." In short, let's not hold our breath...(or lose our heads) Sam

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