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Technology Stocks : Semi Equipment Analysis

SOXX 328.78

+2.9%

Jan 9 4:00 PM EST

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To: Sarmad Y. Hermiz who wrote (29124)	3/8/2006 12:13:17 PM
From: The Ox	Read Replies (5) of 95703

I didn't see NVLS, KLAC or AMAT shoot themselves in the foot like INTC did. No, at this point INTC shouldn't rate much of a mention in the same sentence as the other 3, imo. So, what has really changed in the last 5 days except for the stock prices in these companies? My view is that the FED is way behind the curve and maybe we are finally seeing the global markets wake up to their idiocy? We need more rate hikes like we need another war in Iran or N. Korea! They haven't even let the last 1/2 dozen rate hikes filter through the economy, yet they are ready to keep heaping more hikes on us. It appears they won't be satisfied until we get another fiasco like we saw in 2001/02! Maybe it's time to short everything, everywhere? lol

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