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Technology Stocks : Semi Equipment Analysis

SOXX 303.84

+1.3%

Dec 22 4:00 PM EST

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To: Donald Wennerstrom who wrote (39707)	7/28/2008 8:20:56 PM
From: robert b furman	Read Replies (1) of 95626

Hi Don, Thanks for your persistent continual and unfortunately negative posts.<smile> Still wondering if this is not "deja Vu" 1998. Just as a slowdown seems to post the worst future look - read that Credit crisis vs Asian Contagion,then suddenly after Capex has "reasonably been deferred - the entire globe wakes up wanting more efficient ways in the face of increasing commodity demand and pricing issues. This seems to be a good set up and no one sees the reversal - its always darkest before dawn. Some beat: Intel ,Veeco today and some miss: Sandisk.It is a set up where all that needs to be said is Book to Bill is over parity and pricing has reversed. It is a quick change that requires intuitive vision or in my case,the best I can hope for is "good luck". HEHE Seems like it has been a long time and I'm not giving up - but it sure would be nice for a change. P.S. Not a big Cramer fan here - but I sure did buy into his calll to the SEC to enforce the naked short rule mfor ALL STOCKS -not just 19 financials. UNBELIEVABLE THAT THERE ARROGANCE SPANS OVER IGNORANCE OF PAST LAWS. For anyone who has ever sold short - it is a huge source of liquidity. Bob

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