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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?


To: Process Boy who wrote (84079)6/21/1999 11:27:00 AM
From: Tony Viola  Respond to of 186894
 
This'd be Drew Peck, from Cowen & Co., I believe.

PB, yes, you're right, I mistakenly swapped in the company's name for the analyst. Thanks. Thirty years of big iron will do that to you. Well, not exactly 30, if Mary is reading.

Really? What's the world coming to? This is actually quite positive coming from
Mr. Peck.


Well, a lot of it is in the way an interview is conducted. If they'd run out of time right after Peck talked about the negative effect of ASPs (in his mind), and not had time for Haines to ask a "leading" question (what are they doing about it), it could have come off as all negative. OTOH, maybe Peck really believes in what he said about Intel's "remedial" efforts. Over-analyzing an analyst here, need to find something more productive to do than that!

Tony