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Technology Stocks : Intel Corporation (INTC)
INTC 36.82+1.5%Dec 19 9:30 AM EST

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To: fingolfen who wrote (149886)11/27/2001 6:03:04 PM
From: AK2004  Read Replies (1) of 186894
 
fingolfen <edited?
Niles news is few days old but Goldman came with their own theory of spillover from September. While not exactly the same as Lehman both agree that recovery is not there yet.
Also they put comments on Barrett's presentation today which boils down to that Barrett is not willing to bet that the demand pick up would continue for the remainder of the quarter.
There was a note on bloomberg ( can not recall from whom ) suggesting that it might be a good time to take the profit in Intel. After that post the price started to drop.
Regards
-Albert

<edited> SoundView talked about recently released stats that there is very little demand for high MHz in commercial sector
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