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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.94+0.1%Jan 20 3:59 PM EST
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To: DRBES who wrote (45781)6/29/2001 4:05:41 PM
From: Charles RRead Replies (1) of 275872
 
<How about that of Dan Scovel at Needham & Co. ? >

I don't see much of original work from Scovel. To me it doesn't look like he is putting in enough time in Taiwan or he is not able to put the pieces together.

On the semiconductor side, the analysts that are worth my time this year are Eric Rothdeutsch, Jonathan Joseph and Doug Lee. I wouldn't be surprised to see Eric and Doug rated ahead of Joseph by the time the year is over.
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