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Technology Stocks : Intel Corporation (INTC)

INTC 38.80

+1.7%

10:38 AM EST

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To: greg s who wrote (95693)	1/11/2000 3:54:00 PM
From: Tony Viola	Read Replies (1) of 186894

greg, thanks for the Osha update. Earlier he said that the semi cycle is in the 4th or 5th inning of a 9 inning game. I hope for his sake he doesn't get rained out like his predecessor at ML. Most I'm seeing are saying third inning or so. I saw one yesterday that said 3 or 4 more years to go. He is published that AMD will loose 11 cents/share. Further discussion he says they may break even, but he wouldn't change his published number this close to earnings release. Sounds like old line company conservatism (ML) vs. BBRS willingness to go out on a limb like Niles did yesterday. Thanks again, Tony

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