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

To: Road Walker who wrote (110431)	9/20/2000 10:01:21 AM
From: Bob Kim	Read Replies (1) \| Respond to of 186894

Doesn't Osha have to make some kind of change in recommendation or target, based on the stock price, within ML rules? John, He doesn't have to do anything if he stays quiet. The thing about ML research is you can "shop" around to get your report approved for publication. If he publishes something without an upgrade you'll likely see one of three things: 1) no mention of a price target; 2) reduced 12 month price target; or 3) price target switched from 12 month price target to 12-18 month price target. Niles' silence is interesting. One scenario under which an analyst is silent is when he is brought over-the-wall in regard to a banking deal. Then because the analyst may know privileged information, he is shut down until the information is publicly disseminated. I have no idea what the circumstances are with regard to Niles.

To: Road Walker who wrote (110431)	9/20/2000 10:03:21 AM
From: Jacques Newey	Respond to of 186894

CSFB reiterates Intel strong buy biz.yahoo.com

To: Road Walker who wrote (110431)	9/20/2000 10:09:24 AM
From: GVTucker	Read Replies (1) \| Respond to of 186894

John, RE: I think I heard that MSDW (?) is talking up Intel today They're talking up MU primarily. Regarding INTC specifically, in Edelstone's semi comment this morning, he says, "As the true bellweather of PC demand, we expect Intel (INTC, $60) to enjoy solid third-quarter results, and they should be favorable impacted by a rich product mix (led by strong server and notebook demand) and the move to 0.18 micron production and flip-chip packaging." Not really anything profound, at least to anyone who follows Intel. Still better than a sharp stick in the eye, though.