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Technology Stocks : Intel Corporation (INTC)
INTC 33.62-4.2%3:59 PM EST

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To: GVTucker who wrote (133373)4/26/2001 9:14:26 AM
From: Mary Cluney  Read Replies (1) of 186894
 
GVTucker,<<<Also, I don't think that Osha has been consistently talking INTC down. In fact, right after he assumed coverage from Kurlak, people on this thread were almost unanimously (outside of me) praising Osha for his positive stance on Intel. >>>

My sophmoric hunch is that Osha went negative and stayed negative on Intel right after he had a breakfast meeting with Andy Bryant in NY a short time after he took over from Kurlak.

I know he was positive on Intel until then, but his negativity after that was not analytical - more visceral. Andy must have somehow made him feel inadequate (amateur psychology).

Mary
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