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To: Philip W. Dunton, Jr who wrote (3406)7/30/2001 1:42:47 PM
From: Philip W. Dunton, Jr  Read Replies (1) | Respond to of 3661
 
From Briefing.com

<<11:22 ET Joseph on Semis : Salomon Smith Barney analyst Jon Joseph's note on semis this morning noted that he is finally seeing "bottoms up" support for his April upgrade of the sector; specifically cites the relative stability in the spot market for microprocessors and general firmness in DRAM prices.>>

PS. We bad mouthed Jon Joseph last June 2000 when he called the top in the chip cycle. He is no dummy.