Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 41.41

+2.2%

Dec 5 3:59 PM EST

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To: miraje who wrote (48307)	2/21/1998 1:44:00 PM
From: Craig Schilling	Read Replies (1) of 186894

JB, As a person who worked on the street I can tell you that an analysts heart is in moving the price to the firms side of the trade in the short run but then saving your ass in the longer term. ML obviously took the short side in the semi industry in late 97. Kurlak has been their savior any time the trade has gone against them. This time people are getting smarter to these games and are beginning to ignore analyst short term calls and even taking the other side of the trade (MU is a case in point). Wintel is here to stay as the industry standard (CIO's wouldn't risk their career going any other way) and Kurlak will have to change his tune as the price continues to move upward on INTC (once stocks hit $90 on good momentum they have an 80% chance of going to $100) or his stats will look terrible for the year. Of course we all know that once an analysts stats drop as compared to their peers there goes the large salary and bonus incentives. Personally, when Kurlak makes a positive call on INTC I will use that as the time to take some money off the table so I hope he continues to stay cautious on the industry. Craig

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