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Technology Stocks : Semi Equipment Analysis

SOXX 299.81

+2.7%

4:00 PM EST

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To: marc ultra who wrote (48033)	6/1/2010 11:55:23 PM
From: FJB	Read Replies (1) of 95611

RE:So I keep hearing this skepticism about the strength and staying power of the cycle and I think that skepticism is misguided. I have been through this rodeo way too many times to lose skepticism. When analysts are saying growth of 30%+ is in the bag, this especially raises red flags for me. This has almost always been an indicator of a top in end sales before. Your points for growth drivers are well taken. They definitely seem to be there. It just seems that this could all fall apart in a week given the right circumstances. I don't think the sovereign debt crisis is going away any time soon. ================================================================================================== Europe posts record unemployment By Roddy Thomson (AFP) – 15 hours ago BRUSSELS, Belgium — Debt-laden Europe logged record unemployment on Tuesday and its core currency and shares plummeted amid a worrying industrial slowdown. The unemployment rate hit 10.1 percent in April, its highest since the euro came into being in 1999 in just one of a series of blows on Tuesday to the eurozone economy after a brief lull last week in market pressure...

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