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

To: Proud_Infidel who wrote (23119)	5/2/2005 11:12:31 AM
From: sixty2nds	Respond to of 95471

Yes indeed. Here's my prediction. I'll see you tomorrow, unless I don't. Brian, I agree with you and Bob. Nobody is laughing at that "$45 before $60/brl. Economist now. Maybe we will see growth of 1-2% becoming the new definition of recession. Assuming the Fed stays the course the economy slums along. NOTHING wrong with that. After a few more cries of WOLF the table could be set for some nice profitable trading. We might even be able to hold something profitably. I'm preaching to the choir but we need to keep a close eye on the Fab Utilization rates. We will then see if Prudentials "13% decline in Capex" has a chance of happening. We also need to keep in mind there is a new competitor for the stock markets cash. The Banks. Example - Washington Mutual is currently offering 6 month rates a hair under $3.5% with low minimums. This may be taking cash from the market at the margin. The N.Korean and Iranian situation should also play out this summer. Note that N. Korea is raising the ante with the missile launch toward Japan this weekend. Japan has authorized it's defense dept. to seek missile defenses. It also appears in the Press that N.Korea is the largest seller of missile technology. Hmm a link to Iran? This all points to continued "lack of visibility" becoming boiler plate. If anyone is interested in an out of sector stock/chart, take a look at RNWK. There is an SI RNWK thread for any thoughts. Good trading/investing to all. S