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Technology Stocks : Semi Equipment Analysis
SOXX 344.71-1.1%Jan 23 4:00 PM EST

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To: Jess Beltz who wrote (14379)4/9/2004 1:33:02 PM
From: robert b furman  Read Replies (1) of 95761
 
HI Jess,

I'm not all that bothered by the noise.

The increased violence is occurring as a byproduct of real progress in the democratization of Iraq.As it progresses the desperate get violent.

To the degree that they have concentrated themselves - this is a plus.Whenever you have an infestation it is alaways easier to complete the extermination when they're concentrated.

This is the battle of Bagdad - that never occurred - because they vaporized and hid.Now that progress is developing - their frustration and desparation is a positive sign of their inevitable demise.

REAL EARNINGS will DRIVE STOCK PRICES.If the rise is delayed buy more at the discount being offered.

Hold with confidence and bukle up - we're going higher.

JMHO

Bob
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