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Technology Stocks : Semi Equipment Analysis

SOXX 352.69

+1.8%

Feb 2 4:00 PM EST

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To: Gottfried who wrote (14455)	4/13/2004 5:56:56 PM
From: michael97123	Read Replies (1) of 95837

They must think that the fed will wreck the bond market, stock market and housing markets simultaneously with rapid fire increases. The fed governor who said earlier in the week that the fed fund rates could be 3-3.5% with inflation between 1&2% is the cause of this triple threat fear i listed above. Fed needs to make it clear that it will be years before rates rise to 3-3.5 and that increases initially will be gradual so we dont kill the goose. One of kudlows guests today said he expects 6% gdp growth. The numbers are super and unless we are on the verge of runaway inflation, we should be ok. But at this point who the hell knows. The bright people on this thread seem really confused too. Mike

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