Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 39.38

+6.7%

Jan 2 9:30 AM EST

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To: t2 who wrote (136856)	6/8/2001 6:11:31 AM
From: Amy J	of 186894

RE: "I believe Intel, MSFT and the boxmakers will be in demand right into the launch of the Windows XP. " MSFT stock was horrible right into the launch of Windows 95 - even as late as October of 95 - even during the initial phase of the second re-stocking into the OEM channel too. The stock run-up was just a tad later. During an earlier release, win3.0 (or was it 31), the analysts were declaring gloom and doom big times, meanwhile the Fedex planes were lining up at the run-way. That was when I learned that highly respected analysts can sometimes be completely wrong. So, I'm not surprised several analysts continue to be gloomy on Intel. It's almost to be expected. RE: "After Joseph's call on a semiconductor top last summer, the big news was the Kumar downgrade first trading day of September 2000" They both seem to focus on different things in their research methods (component vendor vs disty channel), yet they both seem to be effective. Since component vendors are an earlier phase than disty, Joseph's calls can be earlier. Regards, Amy J

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