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Technology Stocks : Intel Corporation (INTC)
INTC 37.91-1.4%Nov 11 3:59 PM EST
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To: fred woodall who wrote (119749)11/30/2000 3:24:11 PM
From: Dan Spillane  Read Replies (1) of 186894
 
It should also be noted that the analysts never look past the short-term. In Intel's case, for example, there is no mention that next year they will be supplying huge quantities of X-box chips. And what about flash/DRAM demand for the X-box. Where is the analysis of that? Or for that matter, for 3G buildouts?

As well (and as a current example), analysts are going crazy downgrading Compaq at a multi-year low, without mentioning the explosion of sales in handheld computers, with Compaq at the lead--clearly a growing trend.

I agree the analysts have little credibility at this point. What's needed is more vision, instead of re-iteration of the present wonderful (or less than wonderful) state. But perhaps that vision isn't widely published--and is the kind only given to select clients...or found on SI?

And today on the news, there was little mention of Tech Data's (TECD) results or outlook. Surely analysts know TECD is a major IT/PC supplier?!?? Do they not?
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