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Technology Stocks : Intel Corporation (INTC)
INTC 50.22-0.7%Feb 9 3:59 PM EST

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To: exhon2004 who wrote (4718)10/31/1996 9:39:00 AM
From: jiggy   of 186894
 
morning market notes:

yesterday 2 senior VP's resigned - unrelated to each other. Dave House (Enterprise SErver Group) joined BAY as its CEO (already known and BAY rallied on it yesterday). Carl Everett (co-head of Desktop PRoducts) left for personal reasons.

Goldman predicts nothing disruptive to INTC really.

also - i believe MMX delays were due to PPro demand - to ramp production for PPros... the shortage is both good and bad i think. anyone have a guage of effects on INTC and CYRX and AMD?

positive news on AMD's K6. analysts rec. a buy today.

CPU rec'd a strong buy by many houses too (First boston, UBS,

Morgan Stanley (and others) analysts also said that DRAM prices looking ugly - so sell rec. on MU and TXN.
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