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Technology Stocks : Intel Corporation (INTC)

INTC 38.44

+0.7%

3:59 PM EST

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To: Mary Cluney who wrote (140629)	8/1/2001 11:53:11 AM
From: t2	Read Replies (2) of 186894

Mary, I agree with your assessment on Joe Osha. He had made up his mind on Intel months back and was very disappointed that Intel says things were better than what Osha had been saying publically. Am I the only one who noticed that Osha no longer is pushing that channel stuffing theory? Remember how how often he issued notes on that point---seemed like it was a weekly report. He did everything he could to try and knock down Intel stock price. Now he is just citing valuation. His ego has been hurt by Intel after the last 2 earnings reports as well as that June mid quarter update. With Osha is seems personal; otherwise how could a firm be upgrading AMAT and not Intel. AMAT has nowhere near the potential of Intel in future earnings (because of Intel's move to try and regain near monopoly status by winning back market share--many analysts do agree that Intel is regaining lost share). I realize it is a different analyst but the call on the sector was very broad. He reminds me a bit of Drew Peck---if Drew becomes positive on the PC chips, you can bet he will upgrade AMD and not Intel.

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