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Technology Stocks : Semi Equipment Analysis

SOXX 304.92

-0.1%

4:00 PM EST

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To: Donald Wennerstrom who wrote (14317)	4/2/2004 8:39:35 PM
From: Sarmad Y. Hermiz	Read Replies (1) of 95648

Hi Don, glad to see you back "in pocket". Well, the market behaved pretty much as we thought. Though a week ahead of schedule. Did you notice that stocks were being bought today, when in the similar scenario, they were being sold a month or two ago. Dollar weak. No problem. Oil at record high. No big deal. US getting deeper in the Iraq quagmire. The market didn't notice. The Afghan/pakistan much ballyhooed spring offense fizzled out. Who cares. Bombs found in rail beds. Oh, it can wait. I guess, when the crowd wants to buy, they buy no matter what. Actually, I don't like the sooner than expected (by me) rally. It makes stocks vulnerable to sell-off when earnings reports come out. That is a particularly vexing problem for me, because WDC's report is on the 22nd. I expect excellent earnings. (25c/sh). But by then the mood might have shifted to profit taking. Oh, well. They never make it easy. I hope you had some irons in the fire today. Sarmad

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