Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 37.89

-0.1%

Nov 12 3:59 PM EST

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To: Mary Cluney who wrote (84085)	6/21/1999 11:56:00 AM
From: GVTucker	Read Replies (1) of 186894

Mary, RE: I caught the last 30 seconds where Mark Edelstone from AG Cowens (I believe) was chanting his mantra lower ASP not making up for higher volume . Remember, he was the anlayst that admitted he did not understand the Xeon market and Intel's potential in that sector. Did he ever indicate that he is now up to speed in that area? Mark Edelstone is from Morgan Stanley. I believe it was Drew Peck from SG Cowen that you were watching. Rest assured that Peck does understand the Xeon market and Intel's potential in that sector. I think that Edelstone also understands, but I'm not sure. For the most part, Peck is probably the most knowledgeable analyst in the semiconductor area. (For many of you, I realize that 'knowledgeable analyst' is an oxymoron, but in Peck's case the shoe fits.) This does nothing for the Peck's poor stock picking ability, but then again, knowledge in semiconductors doesn't have a whole heck of a lot to do with stock picking, either, so this doesn't surprise me.

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