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

To: Donald Wennerstrom who wrote (12907)	1/4/2004 8:41:17 PM
From: Sarmad Y. Hermiz	Read Replies (2) \| Respond to of 95531

>> positive tech outlook for upcoming January earnings announcements as well as the 1st quarter. Hi Don, There's an interview in Barrons with Nancy Lazar. She said that the '87 crash came after the dollar had declined 23%. The dollar is down 17% now - from a year ago. Very likely we'll have another two quarters of low interest rates (and slightly higher stock prices). And then Kaboom! Fed hike. Inflation. Higher rates. 25% stock price decline. I think the question now has to be whether to ride the rough period that comes with the first rate hike, or to step aside until the higher rates are baked in. I'm still 100% in. Expecting very good earnings reports this month. But I'm getting closer to the "sell everything" point. I'll just try to capture the next 10% that I think tech stocks still have coming. Sarmad