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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Return to Sender who wrote (9337)	4/8/2003 5:55:53 PM
From: robert b furman	Read Replies (1) \| Respond to of 95622

Hi RtS, I'm thinking a nice flat but solid stair stepping that makes the 200 ma a support after it has acted as a ceiling. The quick resolution of the war will not drive the bull market.It will only remove the pent up fear that prevented its proggress. The benefits of the war getting over quickly, will provide the drive to a higher market.Relative peace - a strong America that will be perceived as "don't tread on us". It will keep the cowards hiding in their impoverished cave. Secondly the price of oil being moderate and supplies being stable and plenty ,will be one of the greatest drivers of global growth. It is the single most important recovery primer the WORLD can get and it is on the way as we speak. Now people just need to know that the market discounts the future - we're not far off. JMHO I'm not jumping on the bar saying BOOMTOWN is back - but recovery will come much quicker albeit at a modest rate than most think. A historically low inventory to sales rate combined with low energy prices will bring a nice change from shrinking economic activity. JMHO Bob