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Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?


To: dennis michael patterson who wrote (48794)4/20/2004 3:36:37 PM
From: Michael Watkins  Read Replies (1) | Respond to of 52237
 
Its not just rate fears but credit quality, refi biz, internal controls in banks. Banks and financials have not been doing well for a while here.

And yeah, just plain nervousness.

In particular, those that watch the bond market must be unnerved by the extremely rapid move since late march. It had already launched before the big jobs number.

trendvue.com



To: dennis michael patterson who wrote (48794)4/20/2004 4:04:31 PM
From: Nancy  Read Replies (1) | Respond to of 52237
 
rate hike make $ stronger. all semi are depending on weak $ for one thing. over 40+ % of amat klac ter et al sales are out of U.S. Asia is a big portion of it. weak $ has helped all companies that have significant oversea sales and this benefit is gone for good.