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To: Tony Viola who wrote (140483)7/30/2001 9:07:21 PM
From: puborectalis  Respond to of 186894
 
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.