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To: Road Walker who wrote (107491)8/14/2000 9:48:18 AM
From: JDN  Read Replies (1) | Respond to of 186894
 
Dear John: Or, maybe his firm is going to do some underwriting etc for MICRON? Incidentally, at the same time CNBC was reporting his latest upgrade on MU Maria, expert as she is, was saying people are still selling MU. jdn



To: Road Walker who wrote (107491)8/14/2000 10:16:40 AM
From: Tony Viola  Respond to of 186894
 
John, >: "Remember John Joseph - the SSB analyst
reviled last month for calling a semi downturn?

Today he's bullish on Micron per CNBC."

Maybe his down cycle is over, the shortest in history? Glad I didn't blink, would have missed it.


Maybe he sees something specific to the DRAM market, like shortage and price per bit going up. Or, maybe he's going to try to "reappear" as a semiconductor tout by gradually upgrading one company at a time. Maybe who cares and the guy should have been given his cab route in the lower East Side.

Tony