Mary, >>>That reminds me (and I hope no one is superstitious)what is Tom Kurlak saying
about Semi's in general and Intel in particular these days?<<<
Bite your tongue, let sleeping dogs lie and other chastenings WRT asking about Kurlak. There is one thing out today, which may be putting a damper on Intel stock today, from Briefing.com about SG Cowen:
Updated: 05-Nov-98
09:17 ET Intel Corp. (INTC) 94 13/16: SG Cowen maintains "neutral" rating on chip maker,
but raises estimates; ups FY98 EPS from $3.26 to $3.33 a share and FY99 EPS from $3.36 to
$3.52 a share due to increase shipments of Pentium II Xeon processors. The adjustment brings
Cowen in-line with analysts' mean FY98 outlook, but firm's new 1999 view is still 9% below
the current mean.
Cowen and Merrill Lynch are the only outfits that are not bullish on Intel right now, that I would consider of any significance. Well, that is, of course, except for the AMDites, who all have Intel at strong throw-Intel-shares-into-a-hundred-mph-wind rating.
Ciao,
Tony |
