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Technology Stocks : Semi Equipment Analysis

SOXX 298.01

-0.5%

Dec 15 4:00 PM EST

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To: John Carragher who wrote (13678)	3/3/2004 11:48:14 AM
From: robert b furman	Read Replies (2) of 95579

Just came back from Australia. They've had 2 1/4 point rises in the last 6 months. It impacted their real estate prices - which are very high. Real estate in Australia has doubled in the last 3-5 years. They didn't experience the down turn USA did after 9/11/01. On the other side of the coin Canada eased yesterday and no one is talking about that. We still have a mushy economy. Tax cuts will help through out the rest of the year. IMHO Bob

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