Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.26

+0.5%

Dec 18 3:59 PM EST

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To: Tony Viola who wrote (118085)	11/16/2000 11:29:23 AM
From: Bob Kim	Read Replies (1) of 186894

Tony, Topic: Not Election-related Why? "We are downgrading our intermediate-term BUY rated comm-IC stocks to ACCUMULATE based on inventory concerns, and belief that there is no near-term catalyst for the group." On 11/7/2000 ML said: "We expect some near-term weakness in these stocks as inventory flushes through the OEM supply chain, but we still believe that we are in a secular investment cycle in communications equipment and that the long term growth drivers for the industry are intact." On 10/27/2000 ML said: "We reiterate our Buy ratings on the gorillas in the sector, and on the leading suppliers of WAN edge and core ASSPs, including AMCC, VTSS, PMCS, TXCC, BRCM. We continue to view our estimates on these companies as conservative."

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