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Pastimes : Analysts Exposed- Jamie Kiggen (DLJ)
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To: Brasco One who wrote (127)12/4/2000 11:36:53 AM
From: BWAC  Read Replies (1) of 263
 
Donny,

The board should probably go ahead and mark this guy down too. Drew Peck, SG Cowen. Just had a CNBS interview, and it went something like this:

"Get out of INTC, now!"
"Switch into AMCC and PMCS"

Ok, good companies all 3. But switch out of 23 PE and into 110 PE and 209 PE respectively? In this market?

INTC $33
AMCC $50
PMCS $99
Just for the record.
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