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Technology Stocks : Semi Equipment Analysis

SOXX 330.35

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4:00 PM EST

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To: The Ox who wrote (17515)	8/2/2004 9:07:09 AM
From: robert b furman	Read Replies (1) of 95708

Hi Mike, IBD has an interesting article in today's paper. Based on your inflation assumptions,in today's market oil must get to the 58 to 73 per barrel price to have the same impact as the 91 Gulf War price spike had. Gas is only relatively high - it is still cheap. JMHO Bob

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