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Technology Stocks : Semi Equipment Analysis

SOXX 342.47

+1.6%

Jan 16 4:00 PM EST

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To: Donald Wennerstrom who wrote (31331)	7/10/2006 12:38:03 AM
From: pcyhuang	Read Replies (2) of 95737

Don: Have you noticed this article from the NY Times. Message 22608697 The US$100 surprised shortfall in U.S. budget deficit will cause increased confidence in the U.S. dollar, and thus increased international flow of capital into the United States. In previous Presidential Cycles, we never had such a spectacular run in the world's emerging markets in the first two years of the Presidential term. This time a great deal of funds invested in the emerging markets will be coming back to the United States, and thus lend a firm support to the domestic stock market. pcyhuang huangcapital.com

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