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Technology Stocks : Semi Equipment Analysis

SOXX 345.64

-2.0%

Feb 3 4:00 PM EST

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To: Sam Citron who wrote (14475)	4/14/2004 9:03:35 AM
From: michael97123	Read Replies (1) of 95850

"That we have a problem of a more macroeconomic nature. What if the interest rate bears are right that we are on the verge of a spectacular LT secular rise in US rates?" By selling the earnings in two successive quarters and ignoring good jobs and retail sales news, the market is saying exactly that. Inlation and interest worries uber alles. Perhaps they are saying that it is out of Greenspans hands as well. My take is that AG sought inflation to counter the greater evil which is deflation. Finally we have what seems to be a robust economy. Now its time to deal with inflation without killing the goose by raising interest rates too much too soon. Also fiscal policy becomes important and the Bush tax cuts are in peril given the fact that the war aint going away anytime soon. Mike

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