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

To: michael97123 who wrote (17741)	8/6/2004 10:59:43 PM
From: Sarmad Y. Hermiz	Read Replies (2) \| Respond to of 95640

>> So if the current resident stops diverting oil next week and releases part of the existing reserve as a measure against terror premium in oil, oil should be back at $35 real quick. Of course you are right on this. Psychologically, when oil prices drop, the relief will give the incumbent a boost. I don't know if it was calculated, but it is far better (for the incumbent) that oil prices get high now, and start dropping in September. In fact I think it will happen this way. And when the diversion into the reserve stops, it will be under the cover that the reserve is now sufficient. But the effect on dropping the oil price will be very real and significant. Especially coupled with end of driving-vacation season.