Semi Equipment Analysis Message Board

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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: Kirk © who wrote (47993)	5/30/2010 10:08:20 PM
From: marc ultra	1 Recommendation Read Replies (3) of 95622

For those looking for the cheap way to get ECRI info I set up a Google alert on Lakshman Acuthan a long time ago so I get emailed the weekly WLI etc that Reuters puts out an article on every Friday plus whenever he does an interview including some webcasts or his views are discussed in an article or blog post. I also get some other stuff like their FIG inflation gauge but that Reuters weekly rundown on the WLI including Lakshman's comments are basically what I use and follow. I don't think the possible slowdown in the second half is a problem at this point as we're still talking OK growth and I'm personally happy for moderate growth that won't get the Fed pushing rates up prematurely.

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