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

To: Tony Viola who wrote (103776)	5/30/2000 2:43:00 PM
From: Barry Grossman	Read Replies (1) \| Respond to of 186894

CNBC Niles interview notes Maria - Why move? Niles - The Lehman move was to try a bigger shop and go to a NY based firm for a little bit. Lehman used to be the best semi firm and he's been brought in to put them there again. Maria - What are the overall drivers for 2000? Niles - In semis, we've had 11%/yr price declines for several years but this year I expect flatter declines and that along with strong unit growth makes for better profitability and better eps. Maria - Your favorites? Niles - INTC & MU - Intel doesn't care which boxmaker does well - wants their chips into all of them - new chips coming out this year - greater supply coming starting very soon will fill demand Maria - Intel up is 126%(?) from a year ago. How much farther can it go? Niles - INTC target 175 - it's got a lot further to go - up that much (to 123 now) without them executing very well last few q's - I expect a huge upside in q3 & q4 with excellent execution rest of this year leading to a much higher stock price

To: Tony Viola who wrote (103776)	5/30/2000 3:44:00 PM
From: Burt Masnick	Read Replies (1) \| Respond to of 186894

When asked for his strongest picks, Niles explicitly chose the four I mentioned, Intel, Micron, Dell and Compaq. Dell and Compaq were chosen because of their growing share of the server market. So I guess that would be the rough equivalent of buy or strong buy. Outperform is a lukewarm endorsement that allows the endorser to claim he/she picked a winner while not really committing. Since, for all practical purposes, they almost never say sell (especially when you should - except for Fleck, who always says sell, blithely missing several hundred percent up moves but never admitting he was a teensy weensy bit WRONG), the usual order is underperform, market perform, outperform, buy, strong buy.