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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 (10539)	7/11/2003 11:50:25 AM
From: Donald Wennerstrom	Read Replies (1) of 95487

Over on Les's thread he has a pointer to the BCA report. They expect capital spending to rise in the second half of the year. If so, I would think we would start to see some signs of it in the upcoming SEMI report on July 18th. Message 19101903 [snip]Our model of capital spending indicates that investment growth will continue to trend higher during the second half of the year, after a brief pause in the second quarter (Chart 7). The model projects a slower-than-average recovery, but it should still be sufficient to exceed current low expectations. In addition, the model may yet climb further, with the manufacturing sector finally reviving, according to the ISM survey, and the Fed committed to a hyper-accommodative monetary policy for an extended period. The bottom line is that capital spending looms as a source of economic support over the second half of the year and probably beyond.[snip] Don

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