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Technology Stocks : The Tom Kurlak Fan/Hate Thread!
INTC 41.34-0.4%3:59 PM EDT

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To: FJB who wrote (9)7/29/1998 3:42:00 PM
From: Proud_Infidel  Read Replies (1) of 47
 
Rob,

INTC rarely has been weak over a period of more than 1.5-2 years. We have been languishing for about a year now. INTC is going through a product transition and has said they expect good things in 2H 98. Kurlak for some reason does not believe them. But INTCs mgt has been like MSFT's- underestimating estimates and overachieving them come earnings time. They are about to resume this tradition soon IMO, with or w/o Kurlak.

Brian
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