Jim, can we count on you to be the archivist for various and sundry trivia, of off color and other varieties? Maybe that nanosecond member was Kurlak?
I was thinking about how Kurlak must feel being a pariah around Wall Street. After all, how many other analysts that follow Intel and semiconductors have recently issued signals all the way from turnaround to strong buy. Then, this guy flies in the face of all of them with his gloom and doom. What, are they stupid and Tom is superintelligent?
I tend to believe Cramer when he said this morning on CNBC that he has seen Intel management brutally (may not have used that exact word) honest with themselves when things did not look too good in the past. OTOH, when things do sound better from the Intel guys, which he picked up in Intel's 2Q results conference call, which I listened to also and agree, things do turn out for the better for Intel. Intel management always seems to err on the side of being too stoic or spartan. Therefore, when they, in a low key manner, say things look better, while others would be crowing in all directions with the same outlook, you can about take it to the bank if you own Intel stock.
Tony |
