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Technology Stocks : Semi Equipment Analysis

SOXX 296.74

+1.8%

Nov 28 4:00 PM EST

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To: Alastair McIntosh who wrote (3747)	6/30/2002 9:59:29 AM
From: robert b furman	Read Replies (2) of 95487

HI Al, Thanks. So does a weak reading in both ever occur? and I guess that might have been seen in early 00? Where does one find the index ratio? TIA Bob High frequency economic statistics certainly are disconnected with the market - a weak rally into a better than the last 4-6 quarters earnings announcement period is at least a reasonable expectation. I think we've all been pummeled by such negative news it is hard to keep an open mind. It reminds me of after WTC bombing - The recovery was automatically pushed out to last half of 02.There were very few people who would have entertained a 6.1% jump in GDP occurring 90 to 180 days out. The news noise out there is deafening and most irresponsible. Like Don Henley sings - Give me dirty laundry! I wish just a balance - but that's where good thinking alllows the minority to prosper. In confusion lies opportunity. Bob

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