Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 345.64

-2.0%

Feb 3 4:00 PM EST

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To: Kirk © who wrote (10925)	8/10/2003 10:18:19 PM
From: Donald Wennerstrom	Read Replies (2) of 95850

Kirk, I tried to go to your site, but for some reason I was refused access, but let me comment on your statement about the stock market. <yet the stock market is saying "I don't believe it, show me the money!"> I happen to be one that agrees with the stock market right now. The present recovery is not strong enough to provide the growth we need to put everyone to work and cause strong capital spending. Growth in the range of 5 percent or so for capital equipment spending is just not strong enough to put people to work and make a vibrant economy. Certainly growth in the region of 5 to 10 percent will mean good profit growth, but like the article says - this is not good enough sales growth for the market. IMO Don

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