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Technology Stocks : Intel Corporation (INTC)
INTC 36.15-0.6%Dec 24 12:59 PM EST

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To: L. Adam Latham who wrote (163680)4/8/2002 10:20:33 AM
From: John F. Dowd  Read Replies (1) of 186894
 
LAL: You are right in fact the incoming CEO has no doubt said this. Lets get back to honest GAAP with no tricks so I can have a proper entry point as far as my stewardship is concerned. On the other companies like MSFT and INTC who use no tricks and who are cash heavy with no debt and great R&D are tarred with same brush as IBM is. This market is pathetic any news other than happyy happy is met with throw everything out and go to cash. It is rather self fulfilling as the once cool heads of institutions are now governed by identical portfolio momentum models. JFD
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