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Technology Stocks : Intel Corporation (INTC)
INTC 39.36-0.1%Jan 5 3:59 PM EST

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To: Tony Viola who wrote (148837)11/19/2001 8:55:04 PM
From: t2   of 186894
 
I think Osha is OTL (out to lunch) and have felt that way ever since he took over for Kurlak.

Tony, Good choice of words for Osha.
Remember when his firm all of a sudden decided to upgrade the semis a few weeks back...saying they have bottomed.

Guess what, he left Intel, the main semiconductor stock, without a few buy rating.

We saw all spring and summer, how he tried to push his "channel stuffing" theories for months.
He has been proved WRONG..plain and simple!

A few analysts are known to make a personal thing and in this case I think the evidence is there.
He could have upgraded Intel at $20, when there were indications that it was going to start taking share from AMD.

BTW--some of the analysts' problem stem from the fact they are only analysts of an industry and NOT Economists. These guys have no real idea about the economy just like everybody else. At this stage, analysts calls are to a large degree economic calls. That is why an experienced analyst gets ahead of the pack, like John Joseph, who called the top last year and called the bottom earlier this year.

JMHO.
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