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Technology Stocks : Semi Equipment Analysis

SOXX 314.52

-0.6%

Dec 11 4:00 PM EST

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To: Return to Sender who wrote (11723)	9/22/2003 9:20:03 AM
From: robert b furman	Read Replies (3) of 95572

Good Morning RTS, We are at new highs on all the Indices. I have no doubt some profits will be taken. Key to the transition of new positions will be does all the money come back into the market? If it does we'll see a healthy bull market take a breather and then provide a raotation in new leadership. If our stocks hold on light volume - that may well be a good sign. The best part of the future scenario is positive growth prospects.Just announced thia A.M. is a projected GDP of plus 7%. If this is right - then the earnings aprt of the equation comes back fast from all the painful rightsizing that has been accomplished over the last 3 years. A 7% GDP and most all boats will be lifted.This will be even more powerful to those who have cut to be lean and mean.To those that did a great job at cutting costs - higher multiples will be their reward.Plenty of options out there to act as an incentive - that IS FOR SURE !! These are historically very good times - I watching for a rotation as we dip thru the profit taking you so correctly have pointed out. The money has to go somewhere and the alternatives are few. A weaker dollar now does nothing but add to our economy's recovery.We are the engine that pulls the world.A stronger dollar shares less wealth to other economies takes care of the homeland first. With a presidential election just 13 months off - my firm belief will be the homeland and its politically sensitive manufacturing sector(employment base and union impact) will be appeased and met with improving numbers. So hold onto your long positions - add to on dips to those that resisit the market dip here. We're headed for Kansas TOTO !!! GG Bob

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