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Technology Stocks : Intel Corporation (INTC)
INTC 37.83-4.2%Dec 12 3:59 PM EST

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To: Road Walker who wrote (104002)6/5/2000 1:17:00 PM
From: Tony Viola   of 186894
 
John, >Still the last I heard from Osha is that he's not high on Intel because he expects a second half price war, though he hasn't said that recently.

John, as you know, with both Intel and AMD sold out (that message seems to get moved out a quarter every quarter, still intact) a price war should no way be in the cards.

I've been paying attention to ML upgrades and the effects. In most cases it results in a one day pop, then a decline to the previous level, or lower. In fact, I think the influence of analyst upgrades may be waning,

Maybe my mantra, that all the free information on the Internet will ultimately make analysts redundant, is starting to happen.

Tony
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