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

To: Ram Seetharaman who wrote (97314)	1/24/2000 9:37:00 AM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Ram, Re: Dan Niles yaks again! Rates INTC as a "buy" - $ 150 price target! Heard a bit of it from Maria, Niles saying shares of Intel should be bought (DUH). Maybe he said aggressively, didn't hear enough. Intel is off to an unusually strong start in the first quarter, according to Niles. Funny how it's come full cycle with Osha negative and Niles positive. Better that way, Niles is the one these days. More Maria, surge in buying on heels of Y2K BS being finis (my xlation). +4 3/8 RTQ, longs and shorties. Tony

To: Ram Seetharaman who wrote (97314)	1/24/2000 2:17:00 PM
From: Gerald Walls	Respond to of 186894

Dan Niles yaks again! Well, we should get an idea about how good his sources are Real Soon Now... From Breifing.com: 13:39 ET Dell Computer (DELL) 42 -1 3/4: --Update-- Robertson Stephens analyst Dan Niles has issued a note saying he now sees Dell revs coming in near $7.0 bln vs his earlier estimate of $7.3 bln, this translates into approximately $0.19-0.20 cents in EPS versus the $0.21 cent consensus. Though ASPs in the quarter should be down only 1-2% q/q (versus Niles' down 4% forecast) that units are likely to be up only in the low 50s y/y versus 66% forecast. Consumer and small business demand is very strong at over 100% y/y, medium and large corporate demand has not been as strong as anticipated driven by soft lockdowns related to Y2K. Revenue shortfall of $200-300 mln possible; Corporate demand and profitability Are Issues. F2001 should improve driven by Win2K and corporate rebound but long-term growth may need to be lowered.