Taby, Re: "Just announced: Swiss Boston raised intel to a "buy".
Great! Both First Boston and and Swiss Boston on the same day!
Tom's pariah role and unbelievability gap should both be increasing big time.
To those of you pioneers on SI Intel like Fred, Burt, Harry, Jules, Ibexx, Mary, et al (don't think Paul had arrived yet) you probably remember Carl Johnson of Infrastructure publication. He was filling the absolute Intel bear role on SI Intel back in late '95 and 1H 96, when Intel was starting it's best bull run ever.
quote.yahoo.com
He had all kinds of reasons why Intel stock should go down, and I forget what they were, but can guess. As INTC was on its way to eventually tripling in a little less than two years, he finally disappeared from SI, I'm guessing about late summer '96 when it really started to crank. I think he gave up debating the above SI Intel luminaries when he saw he was convincing no-one, and the stock was screaming.
Anyway, Carl has resurfaced on SI, over on the AMAT thread, if you want to go over and reminisce through his posts there. After he made some panning post about semis over there, I posted that he had a history of really liking to slam Intel and I wouldn't pay too much attention to him in that regard. Later on, he referred to the guy that says he, Johnson, always slams Intel. Musta been me. OTOH, who knows, he may have converted over to a semiconductor and Intel bull.
Cheers (of Boston),
Tony
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