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

To: Nick who wrote (109273)	9/5/2000 9:25:26 AM
From: Road Walker	Read Replies (2) \| Respond to of 186894

Kumar will be coming on CNBC to explain his downgrade. Wonder if Niles will put up an opposing view before the day is out. John

To: Nick who wrote (109273)	9/5/2000 9:26:29 AM
From: Burt Masnick	Read Replies (1) \| Respond to of 186894

Kumar "cited continued demand weakness which will result in lower-than-expected unit growth". I tend to believe Niles projections on numbers because he has a great track record on the hard number prediction game (I believe that he has moles in several companies who feed him accurate numbers). I have less confidence in Niles prognostications about stock prices. Niles is predicting Intel is sold out for the next 6 months so I'm a little puzzled about the lower than expected unit growth bit. Am I missing something? Burt