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Technology Stocks : Semi Equipment Analysis
SOXX 288.52-0.3%Nov 14 4:00 PM EST

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To: Sarmad Y. Hermiz who wrote (12395)11/5/2003 7:39:28 PM
From: Donald Wennerstrom  Read Replies (2) of 95420
 
Sarmad, I think you are absolutely right!

<<At this time, I'm not disposed to hold stocks past the first Fed increase. I thinks bonds will get killed on that day. Stocks will fare a bit better, but my expectation is that reasonable rates (6% CD's) will draw money from stocks.>>

Don
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