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n83

06/07/04 4:59 PM

#27012 RE: jdaasoc #27009

the usual expectations game..talk am they were going to boost rev guidance to high end because of some samsung deal etc etc did not happen i guess..so price was ahead of news and pricing an expectation that did not come..same w selloff..pricing in something ab oil etc that did not come so ramped back from may lows