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

To: robert b furman who wrote (17761)	8/7/2004 2:43:00 PM
From: michael97123	Read Replies (1) \| Respond to of 95663

"Corporate profits are internally providing the funds required for new investment." What prevents corporations from sensing the consume downturn and slow down their own new investment? This is the real worry that where there is nervous consumer, a nervous company is not far behind. For instance, if you see consumer reticence to buy and begin to think this is not temporary, you may not install those new bathrooms for the showroom or hire the extra mechanic and so on. You may determine that holding on to that cash is more important. Fear of y2k redux?? Thats what the markets are afraid of so we need to get the consumer off the dime and back to the mall. Thats why $35 oil might be so important. Also, many in business believe that bush is better for the economy than kerry, and bush seems to be losing right now. Caution there for investment too. Again $35 oil aids bush reelection. There are many economic and political reasons why $35 oil may be key. Mike