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To: Wizard who wrote (6452)	4/16/2001 10:11:04 PM
From: Bill Harmond	Respond to of 57684

Well said. And real demand which had been slack due to only cyclical issues.

To: Wizard who wrote (6452)	4/16/2001 10:46:14 PM
From: Bill Harmond	Read Replies (2) \| Respond to of 57684

Did you notice the selling in 30-year Treasuries today? The yield broke above it's 200-day average. First time in a year. I hope it's just unwinding the flight to quality during the past five (l-o-n-g) months.

To: Wizard who wrote (6452)	4/17/2001 9:17:36 AM
From: Wizard	Respond to of 57684

Upgrade on Solectron from JP Morgan... We are upgrading Solectron from Long Term Buy to Buy, based on expectations that deterioration in fundamentals will trough during the current quarter Despite low current visibility, we believe that risk reward has turned favorable One of Solectron's largest customer's, Cisco, has acknowledged responsibility for component inventory Solectron is the largest EMS company and share ownership represents a broad based call on global electronics demand, and the outsourcing trend Our twelve-month price target of $30 represents over 40% upside. We estimate downside risk at 20% Maybe market ends higher today...