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Technology Stocks : Semi Equipment Analysis

SOXX 289.38

-3.4%

Nov 13 4:00 PM EST

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To: Sarmad Y. Hermiz who wrote (12420)	11/7/2003 4:59:30 PM
From: Donald Wennerstrom	Read Replies (2) of 95413

Sarmad, Les on his site has reference to an article on "finding an exit strategy" and interest rates. Message 19477536 Here's a snip. <<U.S. Equities: Timing An Exit Strategy 2003-11-05 08:40:00 Based on previous post-recession rallies, it is still too soon to sell U.S. equity holdings. The chart shows the current cycle relative to the average of the past three post-recession rallies. Contrarians are getting nervous now that the bull market is well discovered and retail investors are coming back into the market. Sentiment indicators are getting high, however, investors should avoid the temptation to bail out too soon: sentiment can hover at a high level for an extended period before the bull market runs out of steam. The key to tripping up the market is when the Fed starts to take away the punch bowl, i.e. when the real (inflation-adjusted) fed funds rate rebounds into positive territory.>> Don

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