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Semis' Sweet Lowdown

Stock quotes in this article: DELL , SMH , INTC  

Semiconductor stocks entered Friday poised to advance beyond month-old high-water marks, thanks to two weeks of quiet gains and a positive financial report from Dell(DELL Quote).

The brighter prospects have traders looking at this as the possible start of a second-half rally in chips.

"If a move in semis happens, it will happen quickly," says Kim Arthur, managing director with Main Management in San Francisco. ...

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