Intel Corporation (INTC) Message Board

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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: Jules B. Garfunkel who wrote (177033)	2/23/2004 9:10:58 AM
From: Amy J	Read Replies (1) of 186894

Jules, RE: "What's going on here? Where are the good analysts not to recognize the above? I would like to know who's manipulating the stock price? and why?" Good to see you posting. Here's some of my thoughts on the analyst's report... Maybe it's another Tantilum Capacitor story, where the analyst (JJohnson) made the right call in a huge way. Shortly after JJ's precise call, Intel tumbled and over time dropped by 80% from its high. Possibly we all learned to carefully consider an analyst's opinion. To value asking questions, rather than dismissing an opinion, and to do deeper diligence. Possibly that can save a lot of people a lot of money. I appreciate information and think we'd all value by considering it. I looked at the analyst's report in question and noticed two things. He believes this is a good time to pick up INTC for the long-term. His report doesn't appear to be inconsistent with other market news. January is the Chinese New Year. Sort of like Europe's vacation time. As soon as the New Year ended, one of the largest USA manufacturers in China appeared to be seeking out headcount. I imagine they are swamped trying to catch up after the holidays. But it's good to keep an eye on this and see if the noted pause turns into something longer, or if it was simply a pause due to the holiday. Let's not dismiss any indicator of any direction, otherwise that may cost us threadsters in either missed opportunities or losses, depending upon the direction of the swing. My personal opinion is that it was a pause due to the holidays and that the cycle is heading up over the long-term. I agree with the analyst's call - his report indicated he thought INTC was a good buy for the long-term. Regards, Amy J

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