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

To: The Ox who wrote (12806)12/23/2003 7:58:33 PM
From: Return to Sender  Read Replies (2) | Respond to of 95541
 
OT ... Slow recovery? This last quarter showed the highest GDP growth rate in 20 years! Now that's not to say you are not right. It may be too early to be looking at consumer staple stocks but it is pretty hard to find bargains based on valuations in most sectors of the market.

Especially technology stocks. Insider selling and momentum investing like that which we saw in RIMM today should be a warning sign to us all.

That being said I can't wait to see what you buy next on the full disclosure thread. You are doing great with SYXI for sure!

RtS



To: The Ox who wrote (12806)12/24/2003 1:00:19 PM
From: willcousa  Read Replies (1) | Respond to of 95541
 
I have long believed that it is possible to have a very long period of low interest rates. In my view we have already had a very long period of low interest rates. Being able to continue same depends on continuing to maintain low prices through productivity gains.

The new tax bill, by giving enormous tax incentives to investment in the next 12 months, holds the promise that this can happen. IMHO, Will


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