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

To: etchmeister who wrote (17930)	8/11/2004 8:02:49 AM
From: michael97123	Read Replies (1) \| Respond to of 95656

"For crying out loud : give'em their peak and nothing shall be left to fret about because once the "peak" is in nobody gives a rat's ass about their peak projections and they now must focus on a (shallow and temporary) downturn - so how deep is the bottom? " Greenie says you are right re: "shallow and temporary". Of course that does not make it true and for the markets a shot in the arm is required. OIL prices is the key to that and i see no reason right now that they will break. There is a big debate going on right now about whether oil price reflects a terror premium or is purely being driven by world wide demand. Every major source of oil has issues as well. Last night i heard on the radio from John Loftus that iran may play the oil card in order to get the europeans off their case on nukes. At that point the US will have no choice but to stop buying for the reserve as well as releasing supplies. Anyone know whether our stockpile is designed to reach a fixed level or have we been expanding the capacity this year? Mike