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

To: Kirk © who wrote (12452)	11/10/2003 10:17:10 AM
From: michael97123	Read Replies (1) \| Respond to of 95420

Kirk, I think i agree. 1% current rate is an extreme rate designed to kick start the economy. It worked with housing but not with capex. Hopefully exorbitant tax cuts took care of this. My point is that when you get to 2%, you will really be at what should have been the low in rates. My guess is that the market will go down in a major correction to the long run up at that will present a great buying opp for all those who didnt participate in the first leg up. I like your bond fund strategy but wont you have to adjust your points of entry if we are in fact in a rising rate environment? Mike