FSII - The Worst is Over? Message Board

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Technology Stocks : FSII - The Worst is Over?

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To: Kent Sarikaya who wrote (2351)	12/24/1998 9:03:00 AM
From: Joe Dancy	Read Replies (1) of 2754

Good news guys. Intel chips are on allocation - and PC's are moving off the shelves very very well. Michael Murphy told us in an interview about the allocation - I am having the interview digitized and you can listen in a week or so. The guy really likes this sector. Even Kurlak has come out from under his rock :). Joe **** Kurlak changes tune on outlook for Intel Bloomberg News NEW YORK -- Intel Corp. won Merrill Lynch & Co. analyst Tom Kurlak's endorsement Wednesday, though some shareholders of the world's largest maker of computer chips say he's late to the party. Kurlak, who some investors follow because of accurate predictions of semiconductor industry declines in 1997 and early 1998, in August lowered his rating on Intel shares to ''long-term neutral.'' The 19-year Merrill veteran warned at the time that inexpensive personal computers requiring cheaper chips would eat into Intel's profit. mercurycenter.com Computer makers' sales hit as chip storage takes hold Intel Corp's microprocessors are in short supply this holiday season, and some personal-computer makers say the squeeze is costing them sales.Intel, which sells more than 80 per cent of the chips used in PCs, did not expect a surge of year-end buying. Consequently, the world's biggest chip-maker is not churning out enough of some high-performance processors to meet demand. Now, with PC sales booming, computer makers say there are shortages of the more powerful chips. Intel declined to say which chips were in short supply. scmp.com

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