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Technology Stocks : Semi Equipment Analysis

SOXX 344.71

-1.1%

Jan 23 4:00 PM EST

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To: Sarmad Y. Hermiz who wrote (8383)	2/3/2003 8:43:23 AM
From: robert b furman	Read Replies (3) of 95761

Hi Sarmad, I wouldn't be so negative on the Dollars fall not helping Domestic industry. I does so very much. The last time GM gained market share was when the dollar declined. Last year 2002 was the first time in 26 years that GM gained market share for 2 years in a row. Remember all of the "Experts" who said 0.0% would result in profitless prosperity? GM gained market share and had record profits.Most of this is due to product improvements and desriability ,but some is the currency impact. Imports just don't quit making their products.In fact when the impact occurs it stuffs the channel.When you see Toyota and Honda dealers loaded to the MAX with inventory and they are offering huge rebates - you'll know it is working. These are big time lag effects - but they are very much at work. Another surprise company doing better is Proctor and Gamble - their products are getting cheaper. JMHO Bob

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