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

To: michael97123 who wrote (15157)	5/14/2004 11:15:42 AM
From: Kirk ©	Read Replies (2) \| Respond to of 95814

Thanks Bear Stearns analyst says market afraid fed behind the curve but also said an interim hike would start a panic based on fears of inflation given yesterday and todays number. He expects 1/4 point in june. Says markets are calling for 3/4. Leads me to believe 1/2. Odd part is Greenspan was quite clear in that he would keep the juice flowing to make sure we don't fall back into a deflationary spiral that they are powerless to stop once it starts. I think people are just scared. UBS Index of Investor Optimism Mar Feb Jan Overall Index 73 85 108 And they have good reason to be. 1 Quatrone didn't get tossed in the pokey. 2. Martha Lawyers trying tricks to keep her out of jail. 3. PFE fined $400M but no jail time for breaking the law. 4. CEOs still over paid by a factor of 10. Ted David asks them about it on TV and they get cute. Ask too many tough questions and the CEO's stop doing TV interviews. 5. Options expensing solution was not a good one as it doesn't reflect true costs, but it looks like it will fail. Many of us have been voting for options expensing anyway just to end the CEO larceny. 6. I just read a company I was considering... Cadence, is givign its new CEO 600,000 shares at $13ish each PLUS options to buy 3M more. I decided I did not want to own a company that gives away this much of shareholder wealth so it is now off my watch list. It is probalby a very good time to be buying stocks... but this could take some time to be clear. I think most of these companies would be great investments if they were not giving so much shareholder wealth away rather than pay a dividend or just buy back shares.