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

To: robert b furman who wrote (29137)	3/8/2006 3:15:44 PM
From: The Ox	Respond to of 95697

I think the FED is behind the curve on rate hikes and that they probably don't rely on the bond market for instructions. What concerns me is the FED's rhetoric in the press, not the increase in bond yields. I know a little about the carry trade but just enough to get myself into trouble talking about it, so I'll leave this issue to those of you who can walk the walk. For the NASDAQ to hit upside resistance and then correct shouldn't have been surprising. So far, as Don pointed out, maybe all we needed was a bear statement like I made earlier to turn this puppy around!