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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: michael97123 who wrote (13795)	3/8/2004 4:54:24 PM
From: The Ox	Read Replies (1) of 95413

Mike and RtS, I'm not worried about the long haul but the short term action in the semis has made it tougher since I've kept my bullish bias in place. I still believe we are only seeing a correction in the sector and not the end of the technology phase for this economic cycle. VERY OT: We are approaching the point where I will refi again and I'm sure there are others out there in a similar situation. I could refi today, move from a 15 to a 10 and save about $15-20K over the term of the mortgage for making such a move. However, I believe the longer end bond yields will continue slip (probably over the next few weeks) and I may be able to save another 1/4 or 3/8s point, adding to my net savings from the refi. I've only got about 40% of my house equity in the mortgage and I could actually pay it off with cash today and have money left over but I've been averaging a much greater return on my investments then what I pay on my mortgage rate (combined with the tax implication), so I don't mind having the money in my investment accounts as opposed to having my house paid off. Add to the mix a very good job and zero debt except for the mortgage. Btw, I've actually considered taking out more equity from my house but my conservative nature won't let me do this. :)

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