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

To: Sam Citron who wrote (14475)	4/14/2004 9:03:35 AM
From: michael97123	Read Replies (1) \| Respond to of 95850

"That we have a problem of a more macroeconomic nature. What if the interest rate bears are right that we are on the verge of a spectacular LT secular rise in US rates?" By selling the earnings in two successive quarters and ignoring good jobs and retail sales news, the market is saying exactly that. Inlation and interest worries uber alles. Perhaps they are saying that it is out of Greenspans hands as well. My take is that AG sought inflation to counter the greater evil which is deflation. Finally we have what seems to be a robust economy. Now its time to deal with inflation without killing the goose by raising interest rates too much too soon. Also fiscal policy becomes important and the Bush tax cuts are in peril given the fact that the war aint going away anytime soon. Mike

To: Sam Citron who wrote (14475)	4/15/2004 12:18:05 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95850

<<What is the market saying to me?>> For the past few days it seems to be saying that no matter how good the earnings reports are for this quarter, I am determined to go "down". The market is in a "funk" and selling off. So far the market is responding as it did in January - sell the "good news". The "market watchers" can always find reasons for market action and right now the reason seem to be that the economic news is "too good" so interest rates will have to be raised - therefore the market has to go down. Stay tuned for the next "twist and turn" in market direction.;) Don