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

To: willcousa who wrote (11757)	9/22/2003 10:44:19 AM
From: michael97123	Read Replies (1) \| Respond to of 95587

"discourages foreign investors in either US debt or equities unless they view the decline as not longer than their investment horizon" WC, There are means for these investors to hedge currencies while participating in a robust US stock market. As for bonds, it is true there will need to be a US interest rate rise to hold those funds, even when hedged. My belief is, and Hormatz from GS just said the same thing on cnbc, that these asian nations, perhaps eu too, will have to lower their own rates to be stimulative domestically to offset higher costs of exports. Very confusing but net, net a good thing for the US. World seems to be making a bet on that american engine being necessary to lead the world out of the current funk. mike