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Technology Stocks : Intel Corporation (INTC)
INTC 41.14-3.4%3:59 PM EST

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To: Tony Viola who wrote (137627)6/19/2001 5:31:36 PM
From: Road Walker  Read Replies (1) of 186894
 
Tony,

I don't know what's up with Osha. He seems to have painted himself into a corner with his comments before Intel mid-quarter update. And he's got SSB's Joseph on the other side of the fence. I suppose his reputation is at stake on this one.

If he is wrong, I say ML should dump him. Accusing Intel of stuffing the channel, when the CFO specifically denied it, is over the top, IMO. It's not done, but it would be interesting to see a firm Intel rebuttal in the form of a press release.

When was the last time you heard Osha, or any analyst for that matter, say that they were wrong?

John
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