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

To: Road Walker who wrote (105140)	6/30/2000 7:51:15 PM
From: Diamond Jim	Read Replies (1) \| Respond to of 186894

John, I was hoping DP would give me the opportunity to add just a bit more but I see the market barely listened to him. To close up means he has no power, he sure isn't TK(thank goodness). jim

To: Road Walker who wrote (105140)	6/30/2000 8:59:24 PM
From: Tony Viola	Respond to of 186894

John, Peck sees just he wants to, it's obvious. Here's a call on Compaq that says, sure low end consumer PCs are slower than expected, but corporate and servers are better than expected. Again Peck won't look at anything but PCs when it comes to Intel. Maybe he'll go the way of the other guy with a K in his name. Here's one that will look beyond just PCs. Oh, Dan Niles here: RESEARCH ALERT-Lehman reiterates buy on Compaq NEW YORK, June 30 (Reuters) - Lehman Brothers analyst Dan Niles on Friday reiterated his "buy" rating on Compaq Computer Corp. <CPQ.N> saying "we remain confident on our revenue and earnings per share estimates." His comments helped boost the shares after the stock fell nearly 4 points Thursday on Salomon Smith Barney analyst Richard Gardner's downgrade of the stock to "buy" from "neutral." Following Lehman Brothers' comments and comments late Thursday by Merrill Lynch analyst Steve Fortuna that there was no change in his outlook, shares rose 15/16 on Friday to 25-7/16 on the New York Stock Exchange. -- "In general, we believe that weakness in consumer is being counteracted by strong server and high-end corporate sales," Lehman's Niles wrote in a note to clients. -- "Confirming some of our verbal comments yesterday following a downgrade of the stock by a competitor, Compaq stated after the market close that there have been no changes to price protection terms and that channel inventory has been low and in some cases stock out," the note said. -- "Sales of consumer PCs at the low end are probably worse than expected. However, consumer sales in mid to higher range price points are as expected. Corporate sales have picked up consistently since early March, especially in servers over the past month. Unix servers are particularly strong, with Wildfire tracking ahead of plan." Message 13980294