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

To: Don Edgerton who wrote (101789)	3/30/2000 7:47:00 AM
From: GVTucker	Read Replies (3) \| Respond to of 186894

Don, RE: Maybe hiring Kurlak was Tigers downfall. Probably kept them out of TXN and got them out of INTC. Actually, Kurlak's picks for Tiger were some of the few shining stars in the portfolio. Tiger has had large stakes in both MOT and INTC that were primarily bought soon after Kurlak arrived there. Most recently, in the fourth quarter of 1999, Tiger purchased almost 800,000 shares of Intel. For a portfolio where clients were leaving in droves, that is a major purchase. Julian Robertson has had a lot of problems. Kurlak wasn't one of them.

To: Don Edgerton who wrote (101789)	3/30/2000 1:45:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Don - Re: "Maybe hiring Kurlak was Tigers downfall. Probably kept them out of TXN and got them out of INTC. Iwas exstatic when he left ML. His BS cost me a lot. Sorry I ever paid any attention to it." Kurlak did a lot of severe short term harm to Intel on many occasions. His long term effects can't be ignored either. As the "axe" on Intel, he never looked at the BIG PICTURE to predict just how big Intel would grow . Kurlak was always worried about "next quarter's" performance, and he was totally clueless about IC manufacturing concepts. He was a blind man living in a dark cave. Paul