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

To: Kirk © who wrote (32587)	9/14/2006 12:22:20 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95391

They (Briefing.com) upgraded their outlook two weeks back. Love them or hate them they do in general a pretty good job of accessing the market's pulse. Back to Moderately BullishUpdated: 05-Sep-06 08:13 ET We have raised our Market View call to Moderately Bullish. briefing.com We have raised our Market View call to Moderately Bullish. The risk of the Fed "going too far" in raising rates in order to combat inflation has been reduced. The upside potential for the market has not greatly improved, but the risk/reward ratio is now better. For the long term investor, this is a time to stay with the market. In the last report we said: "There is a very real risk that inflation rates will pick up in the months ahead. If that happens, the Fed may very well need to raise rates again later this year...until it becomes clear that inflation has either stabilized or started to ease, we are unable to move back to a Moderately Bullish stance." Now, the inflation outlook has stabilized. There is a chance of modestly higher inflation over the next several months. That could lead the Fed to raise rates one more time. Even that, however, would not substantially undermine economic growth or the earnings outlook. There is a much reduced risk of a substantial pick-up in inflation that forces the Fed to raise rates to a degree that drives the economy into a recession (or anything close). The table below lists the key factors affecting stock prices RtS