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Technology Stocks : Semi Equipment Analysis
SOXX 303.84+1.3%Dec 22 4:00 PM EST

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To: StanX Long who wrote (9049)3/18/2003 9:53:51 PM
From: Gottfried   of 95626
 
Stan, Ken Fisher always marches to his own drummer. This time he sees the pension shortfalls many companies have as positive for the market because 60% of the $70B companies must inject will be invested in stocks. He also recommends some other money managers [his own firm is privately held]

>Buy Money Managers
Kenneth L. FIsher, 03.31.03, 12:00 AM ET

Paradoxically,those underfunded pension plans are a bullish sign. Why? Because corporate plans' stock purchases are bullish, just like stock buybacks.
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forbes.com
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