Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 35.53

-1.1%

Nov 14 9:30 AM EST

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To: Tony Viola who wrote (78637)	4/12/1999 8:05:00 PM
From: t2	Read Replies (1) of 186894

Tony, RE: Dan Niles's call on Dell. The fact that it came just a couple of days before earnings means that he knew something. In addition, I think he was positive just a few days before that (on Dell). That was very suspicious. This time he is reacting to Compaq news. I don't think he got it right because he "analysed" it this time. HP's statement certainly does not agree with his downgrade of that stock. We shall see. BTW--Ashok Kumar who made the Dell call much earlier is still positive on Intel. I believe Kumar.

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