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To: Tony Viola who wrote (136934)6/7/2001 5:00:01 PM
From: Road Walker  Read Replies (2) | Respond to of 186894
 
Tony,

Osha just on CNBC. Implies that Intel is selling chips but they arn't going into PC's but instead going into inventory, says their is a disconnect between what Intel is saying and what the boxmakers are saying.

Maybe he needs to do a little more homework, get some advice from Joseph.

John



To: Tony Viola who wrote (136934)6/7/2001 5:16:45 PM
From: Road Walker  Read Replies (1) | Respond to of 186894
 
Tony,

From an article on Yahoo:

"``We totally and one hundred percent sign off on 'the semiconductor sector is recovering' theory,'' said Salomon Smith Barney analyst Jonathan Joseph. ``There were a lot of analysts saying they were going to reduce the range. Midpoint is a victory.''"

You can almost hear Joseph sigh with relief.

John


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