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Technology Stocks : Intel Corporation (INTC)
INTC 40.78+0.7%3:59 PM EST

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To: Fred Fahmy who wrote (51267)3/25/1998 9:37:00 PM
From: Mary Cluney  Read Replies (2) of 186894
 
Fred,>>>Re: COWEN & CO.'s estimate increase
If this isn't a mistake these guys have fallen asleep at the wheel <GGG>.<<<

Isn't that Drew Peck that covers the semiconductors for Cowen?

If it is, I beleive he has a very good technical background and is highly respected in the field. He is not at the Tom Kurlak level - meaning that his ego hasn't gotten the better of him yet.

He calls them as he sees them. He is not too good at market psychology, if memory serves.

Regards,

Mary
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