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

To: Jacob Snyder who wrote (47543)	4/23/2010 11:48:07 PM
From: Gottfried	Read Replies (1) \| Respond to of 95413

Jacob, what if Naz continues to outperform DOW? Here's the ratio $INDU:$COMPQ - Weekly Line (solid) Note how the ratio dropped below 2 at the internet bubble peak PS: below any Stockcharts chart there is a 'share' link. Click it and you get several web site choices including ihub which also works for SI if you replace img with chart

To: Jacob Snyder who wrote (47543)	4/24/2010 10:53:58 AM
From: robert b furman	Respond to of 95413

I think your anticipation is very smart. I saw it happening in 2000 and was in cash a little early. This go round I'll ladder into treasuries and some tips.(assuming I'm lucky enough to get out early and I do view it as luck. In 2000 I never had bought a treasury and was thinking wrong about paying all those taxes. If and when rates ever get to 9% again - I'll be loaded in teasuries and hoping that some time in the future a recesion will force the quick dropping of rates. If held for 12 months,my understanding is the sale of the treasury at a high price (lower yield) is treated as a capital gain and you get the coupon while being paid to wait! I missed this total return aspect back in 2000 and left huge money on the table as I began reacquiring my favorite stocks WWWAAAYYYY TTOO EARLY !!! I'd very much like to continue this dialogue as time and events evolve - which I'm very sure they will. Your plan is a very good and viable plan! IMHO Bob