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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: w0z who wrote (35607)	7/5/2000 3:57:19 PM
From: Tony Viola	Respond to of 70976

Bill, >"Salomon Smith Barney analyst Jonathan Joseph"...another overpaid and underbrained analyst trying to make a name for himself? Time will tell but my money is betting that he will follow the footsteps of Rick Whittington, Tom Kurlak, etc. For someone I never heard of he sure created a stampede! Joseph has been around. I remember him from some negative calls on Intel in the past. Could be that with Kurlak gone (Whittington too) the feeling is that the overall semiconductor axe job is up for grabs. I personally think that Dan Niles is already it, but maybe the others (Drew Peck last week) feel they could still grab it if they hit a home by getting lucky with an outlandish call. Tony