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Technology Stocks : Intel Corporation (INTC)
INTC 34.72-2.3%3:59 PM EST

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To: Mary Cluney who wrote (91684)11/4/1999 12:11:00 PM
From: John F. Dowd  Read Replies (1) of 186894
 
Mary: You are right to a point. INTC has not kept pace with the Maria Bartiromo school of investing with frenzied announcement being the cache of present investor relations. I think the only olace where they have fallen short recently is that they let the investment world get carried away with the taiwan thing and the 820 mini-crisis. Problem is as one of the other posters put it they like Joe Friday "stick to the facts Ma'm". Therefore I blame the analysts who from what I can see are constantly shooting and asking questions later. They throw the baby out with the bath water and then go out and look for the baby later.

Cisco is a similar dilemma pesently as they are in a quiet period and Maria passed on some unsubstantiated rumor that they were going to miss. This is where the analysts should step in and earn there pay but they flinch at such rumors.

INTC could be faster in responding to problems that are leaked but without the facts this is hard to do. JFD
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