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Technology Stocks : Intel Corporation (INTC)
INTC 40.56+10.2%Nov 28 12:59 PM EST

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To: Paul Engel who wrote (47466)2/15/1998 7:31:00 PM
From: N  Read Replies (1) of 186894
 
Thank you, Paul, that was a good explanation.

The coverage on companies seems spotty. The industry overviews, to me, the uninformed, represent 'news' but perhaps content cullable from many sources.

And then on something like CRUS, as you say, he simply seems to get 'stuck' with no news or explanation of his views.

His comments on the economy in general are not well thought out and that leads me to question his other analytic comments. In particular, I'm thinking about the 'new era' of productivity growth rah, rah, where he stated his beliefs but didn't pose the argument correctly and railed against Greenspan 'not getting it' which I rather doubt...and I did email him on that one.

Enough...this is not Intel related...

nh
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