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

To: Tony Viola who wrote (103998)	6/5/2000 1:01:00 PM
From: Road Walker	Read Replies (3) \| Respond to of 186894

Tony, ML Still the last I heard from Osha is that he's not high on Intel because he expects a second half price war, though he hasn't said that recently. I believe that one of his reasons for being positive on AMD was Intel's (perceived) capacity issue. I've been paying attention to ML upgrades and the effects. In most cases it results in a one day pop, then a decline to the previous level, or lower. In fact, I think the influence of analyst upgrades may be waning, though downgrades still seem to have an effect. I think the zenith of the analyst influence may have been when the guy came out with a $1000 (pre-split) target on QCOM. I think investors (wisely) are starting to discount the target price B.S. and to realize a lot of these folks have other agendas. And if Arthur Levitt (Chairman, SEC) get's his way on selective disclosure of material information, the analysts influence will decline even more. I'm all for that. John