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Technology Stocks : Intel Corporation (INTC)

INTC 36.34

-0.1%

3:59 PM EST

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To: GVTucker who wrote (138163)	6/26/2001 12:17:00 PM
From: Bob Kim	Read Replies (2) of 186894

GV, When Osha took over INTC he raised the long-term rating not the near-term rating. Also, he was likely going out of his way to try to get on INTC's good side with his above-consensus revenue estimates. Here's what I wrote about Osha on the early version of my former site. From 2/23/99: Merrill's surprises with semiconductor analyst announcement Kurlak's assistant Joe Osha named as his replacement We believe that he is not up to the level of other street analysts We view his track record as very mixed: inconsistent ratings, poor followup In the past, he expressed anti-Intel, anti-Micron views in agreement with Kurlak We get more info from his quotes in the press than his reports Morgan Stanley and others will continue to provide research leadership in this category In the past few years, ML has initially gone with an internal replacement, but then hired a ranked analyst from a competitor The bottom line: Joe needs to get ranked

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