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Technology Stocks : Intel Corporation (INTC)
INTC 39.33+6.6%10:18 AM EST

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To: Paul Engel who wrote (137668)6/20/2001 1:37:55 AM
From: Bob Kim  Read Replies (1) of 186894
 
Paul, Re: Osha is a disciple of Kurlak - and he sees only bad things for Intel - and therefore he sees only god things for AMD.

I noticed a significant negative shift in Kurlak's view of Intel starting in 1998. Prior to that he spoke highly of the company even though, at times, he may not have liked the stock valuation. I believe he started to sell his shares in 1998.

Except for brief period a little bit before he left ML, Kurlak was pretty much negative on AMD. I can recall when a salesperson asked about it during one of it runs, Kurlak would essentially say who cares about AMD.
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