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Strategies & Market Trends : Sharck Soup
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To: $Mogul who wrote (15701)4/11/2001 11:37:57 AM
From: Teri Garner   of 37746
 
11:35 ET CSFB Chips at Joseph Call : CS First Boston not completely sold on positive semiconductor call issued this morning by Salomon Smith Barney analyst John Joseph, according to sources at the firm; CSFB does not think inventories have bottomed (looking for this to occur around Sept); moreover, does not think that DRAM pricing is firming.
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