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

To: Donald Wennerstrom who wrote (48136)	6/9/2010 6:29:28 AM
From: The Ox	1 Recommendation Read Replies (1) \| Respond to of 95596

Hi Don, I respect what you wrote but I'm not sure I completely agree with your conclusion that "financial markets are a mess". Just to add to the discussion, here's a link from schwab: In sum, I believe we’ll see growth estimates pared back for the second half of this year and next year, as well. And the market’s correction may have legs. But the economy is now moving from recovery to expansion and they’re harder to stall. And, thanks to the correction, valuation has improved and excessively bullish sentiment is no more. The wall of worry is back—and that’s not a bad thing. schwab.com I think the fact that the yield curve is suggesting that there will not be a double dip recession is pretty significant.