Semi Equipment Analysis Message Board

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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: Gottfried who wrote (3909)	7/9/2002 11:01:38 AM
From: Sarmad Y. Hermiz	Read Replies (2) of 95487

Gottfried, thanks for the chart. Though I have to say it is pretty depressing for us fully invested longs (in US stocks). I am afraid that is just more encouragement to the shorts. Obviously the dollar and US stocks are moving in lock-step. Is it just co-incidence ? If it is cause and effect, what is the linkage mechanism ? And is it a self-reinforcing / positive-feedback loop ? or is there some countervailing force to prop up the dollar at some point ? I don't think these are difficult questions. But the lack of basic public info is making them difficult. For instance, how much dollar demand comes from tourism into the US normally ? And is this year higher or lower than normal ? How much do foreign students spend in the US ? and is this year typical ? How much of OPEC oil proceeds normally get deposited in US banks ? and this year ? I think all these questions are relevant. And their answers are known to someone. But he is not telling. Just shorting with impunity. Sarmad

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