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

To: michael97123 who wrote (12453)	11/10/2003 11:43:38 AM
From: Kirk ©	Respond to of 95420

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 Look at duration which tells you how much you lose if rates go up 1%. Also, look at the yield curve... short term rates might go up but how much will the 10 yr go up? All these matter.... no easy answer, but if we are flat for a year and we stay in 0.75% money funds and pass up 4.2% in a bond fund... then after a year you can afford a 1% increase with the extra money already made. I'm not talking about big changes here... just gentle movements from cash to bonds when bonds are cheap.... That extra 2% I made by selling some of my bonds in March of this year when people were panicking gave me an edge too... It is not easy to explain here or anywhere... Kirk