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Technology Stocks : Semi Equipment Analysis

SOXX 330.35

+0.5%

4:00 PM EST

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To: robert b furman who wrote (38000)	2/7/2008 9:02:29 AM
From: michael97123	Read Replies (2) of 95707

cramer on cisco and tech. companies good but stocks bad. He even mentioned $11 for cisco which was 02 low. Dead money at best he says. Recession coming to europe next and tech earnings will continue to disappoint. International Paper CEO said we were doing a good job of talking ourselves into a recession. First cramer mentions that folks are blaming cnbc for market decline and then makes the above comments on cisco. He indicated that sooner rather than later we should be buying banks because coming out of recession or in anticipation of coming out, banks would lead us back. Anyone thinking of such a switch being prudent.

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