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

To: Tony Viola who wrote (102497)	4/18/2000 10:29:00 AM
From: Road Walker	Read Replies (2) \| Respond to of 186894

Tony, re: "Well, Edelstone, Kumar, Niles in the boat. Is this good?" ML's Osha is still cautious, worried about a price war, at least the last time I heard. I think LTA? From a contrarian trading perspective, I guess if Osha climbed into the boat with a strong buy then that would be the sell signal, with nobody (significant) left to upgrade. Haven't seen Tench or PB on the thread lately. I wonder if they are in their quiet period <g>? John

To: Tony Viola who wrote (102497)	4/18/2000 11:03:00 AM
From: Jim McMannis	Read Replies (1) \| Respond to of 186894

RE:"Well, Edelstone, Kumar, Niles in the boat. Is this good?" Niles is the only one I trust and even then with his pumping of MU...that's marginal. Edelstone staked his career on RAMBUS at $470/share. Now it's 150. So he may be looking for a change. Kumar is a former INTC employee and missed AMDs magnificent run up while calling AMD a clown company. Every one loves a clown I guess, except Kume-on. Personally, I have a great deal of faith in Intel management to make the quarter and look good doing it. If they can't, then something is really wrong. Jim

To: Tony Viola who wrote (102497)	4/18/2000 5:09:00 PM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Tony, I'm more than a little confused. Lot's of number out there. Does the .78 include investment income? .71 net? Hope to get it by the end of the CC. John

To: Tony Viola who wrote (102497)	4/18/2000 6:10:00 PM
From: Mary Cluney	Read Replies (2) \| Respond to of 186894

Tony, <<<Well, Edelstone, Kumar, Niles in the boat. Is this good?>>> Intel management just doesn't get it. They are just about the most successful high tech company on earth. They make great products. They sell about all they can produce. Their margins are as good as they can be. Unless you are selling drugs, the margins can't be any better. Market demand is at all time high. They just recorded record revenues. They are just about the most profitable company in the history of this planet. They have the most incredible products in the pipeline for the 2d Half this year (Williamette, Merced, Mckinley, and what have you). Even the analysts are upgrading their recommendations. Edelstone, probably a little reluctantly. (Osha is probably too far gone to change his mind). Yet, from the media reporting the earnings report, you would think that Intel has a chance of going out of business next quarter. Just what is the matter. Intel management like to think of themselves as boy scouts. Reporting just the facts - in a very awkward manner. What they don't get is this. The market is not an efficient mechanism. There has been no fundamental changes to market condiditions when the NASDAQ went over 5000 and when it closed close to 3000 last Friday. And nothing has changed since last Friday and the market is heading back to 5000. The only variable is market sentiment. Market sentiment changes. Market sentiment has to be managed. You don't have to lie, but you just can't report the numbers without explanation (or spin). You have to manage sentiment. Intel management just doesn't get it. Mary