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Technology Stocks : Intel Corporation (INTC)
INTC 35.10+2.3%Nov 19 3:59 PM EST

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To: Tony Viola who wrote (90701)10/20/1999 9:01:00 PM
From: L. Adam Latham  Read Replies (1) of 186894
 
Tony:

Re: IBM

Our favorite analyst Mr. Niles is badmouthing your IBM - "The mainframe business is a dying business". He's got a long-term attractive rating on IBM, but I wouldn't be surprised to see him on CNBC tomorrow morning screaming SELL!!! I don't have a position in IBM, but I'm thinking about writing some out-of-the-money puts to some panicking investors tomorrow.

Adam
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