Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 301.15

-1.2%

Dec 31 4:00 PM EST

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To: BWAC who wrote (31554)	7/18/2006 6:05:25 PM
From: Donald Wennerstrom	Read Replies (2) of 95656

The October "bloodbath" is certainly a possible scenario. As we get closer and closer to Oct, it looks more and more like it may happen. In the meantime, IMO we should get a short rally here through the earnings season. Earnings should be quite good in general - we will soon find out. Once earnings season is over, and if the Fed raises rates some more, the Oct scenario seems ever more likely. IMO, the Fed is going to do what it has to do in order to fight inflation. If that means taking the economy into a recession, or near recession, that is what they will do. We are probably well on the road to that scenario already. Don

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