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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: mishedlo who wrote (69907)	10/3/2007 12:39:22 PM
From: sea_biscuit	Read Replies (1) \| Respond to of 116555

How about dollar-cost averaging into gold stocks instead of trying to pay off the mortgage? Over the next 10 years, the appreciation in the stock prices might very well enable one to pay off a large chunk (or even all) of the mortgage...

To: mishedlo who wrote (69907)	10/3/2007 2:07:51 PM
From: benwood	Read Replies (1) \| Respond to of 116555

Kind of a shame so many people could read your blog and see no semblance of their own life -- ala Steve Martin in that skit.

To: mishedlo who wrote (69907)	10/3/2007 2:45:27 PM
From: clutterer	Respond to of 116555

Down year seen for fab-tool makers in '08 Mark LaPedus EE Times (10/03/2007 12:30 PM EDT) SAN JOSE, Calif. — There is bad news for suppliers of semiconductor equipment: 2008 appears to be a down year for the industry. And so are we headed for a downturn? Amid a slowdown in the IC industry, Gartner Inc. Wednesday (Oct. 3) slightly raised its capital equipment spending forecast for 2007, but lowered it for 2008. (See table below) Overall capital spending is projected to hit $57.1 billion in 2007, up a mere 1.5 percent over 2006, according to Gartner (Stanford, Conn.). Capital spending is projected to go into negative territory and fall by 4.4 percent to $54.6 billion in 2008, according to the research firm. Worldwide semiconductor capital equipment spending is forecast to total $43.7 billion in 2007, a 4.1 percent increase from 2006. The market is expected to reach $43.8 billion in 2008, up a mere 0.3 percent. The numbers are different than Gartner's last forecast in July. At that time, the firm said overall capital spending was projected to hit $56.6 billion in 2007, up a mere 0.6 percent over 2006. Capital spending was projected to grow 4.8 percent to $59.3 billion in 2008, according to the research firm. In July, Gartner said worldwide semiconductor capital equipment spending was forecast to total $43.1 billion in 2007, a 2.7 percent increase from 2006. The market was expected to rebound in 2008, as spending is expected to reach $45.8 billion, a 6.2 percent increase. "The last quarter of 2007 has arrived and with it, the harsh reality of an order slowdown that started in the first quarter of the year," according to a new report from Gartner. "Semiconductor Equipment and Materials International's (SEMI's) book-to-bill ratio has dropped to 0.83 for August because orders and billings have receded from their highs."