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Technology Stocks : Semi Equipment Analysis

SOXX 291.39

+2.8%

Nov 26 4:00 PM EST

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To: Gottfried who wrote (6281)	10/18/2002 3:32:47 PM
From: michael97123	Read Replies (2) of 95479

G, And it is apparent where that bond money is going even in todays mixed action. Today would have been a down 200 pointer if bond market hadnt topped out(or appeared to). Larry Kudlow is making the case that there is a period of high money growth ahead, early next year, that will lead to better top line activity, and the end of the tech debacle with renewed capex spending. EG Midyear intel ups capex. I didnt get the whole thing but apparently he feels what was needed to do this is already in place--he is not waiting for fed action. If anyone could clarify i would appreciate. This bond market action and Kudlows idea explains amat being up today or at least earlier even though btb low. mike

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