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Technology Stocks : Semi Equipment Analysis

SOXX 330.35

+0.5%

Jan 12 4:00 PM EST

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To: Proud_Infidel who wrote (17511)	8/1/2004 5:02:53 PM
From: Return to Sender	Read Replies (1) of 95708

I have laid this out several times. I'll do it again. This time you have to keep an open mind. If you actually follow the links you will see that this is not just my outlook but what institutional investors are actually doing. First the link below will show you where we are in the economic cycle. Let the page load and page down. Read everything carefully. Note that the peak time for being long in technology is over: stockcharts.com Think that chart is wrong? It is not. Want to check for confirmation. Try these links. Look over all the sectors in various time frames: bigcharts.com www2.barchart.com I expect other sectors rather than technology to outperform until we reach the next cyclical bottom. At this time I expect that the next cyclical bottom will be around October 2006. I reserve the right to be totally and completely wrong. RtS

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