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Technology Stocks : Semi Equipment Analysis
SOXX 314.52-0.6%Dec 11 4:00 PM EST

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To: Return to Sender who wrote (54563)11/7/2011 7:54:54 PM
From: Kirk ©1 Recommendation  Read Replies (2) of 95572
 
LOL! Funny. I think I'll send a link to your story to Lakshman.

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Lakshman Achuthan Thanks for covering this.
5 hours ago · Like



Kirk Lindstrom I got a chuckle from Leisman trying to get you to give an indicator when your message was they were ALL pointing lower. I guess you could have said commodity prices were moving higher in 2010 but this year they are lower... but they'd probably argue short term some are back up... etc...
4 hours ago · Like



Lakshman Achuthan It really is about the breadth of decline in a broad array of leading indicators that is the hallmark of a recession, not one specific thing or another. If I'd mentioned that sensitive industrial commodity prices were falling at about almost a -20% rate one might think that's what we were basing our forecast on... which we're not. As I recall, we wrote a book about all this!
2 hours ago · Like · 1



Kirk Lindstrom Everyone on TV (or radio) wants the Cliff note version of your book and a full understanding of what is in the black box... without having to pay for either! LOL

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