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

To: Road Walker who wrote (113093)	10/10/2000 7:22:39 PM
From: Tony Viola	Read Replies (3) \| Respond to of 186894

John another country heard from: here's another synopsis of what Niles said (sounds different and I swear there aren't many I trust more than yours truly getting right what these guys say on CNBC): netcog.com Dan Niles, Lehman Brothers Author Martin Frank Report Source Dan Niles (Added 10/10/2000 4:51:53 PM)Categories: Market Views, Stock Picks Email link to this Article Dan Niles, Analyst at Lehman Brothers, was interviewed on CNBC for an explanation of his recent downgrades of XLNX and ALTR. Over the last week, data had been coming in that made Niles nervous about these companies. Also, Niles feels that large communications equipment manufacturers are attaining parts easier. This may have a profound affect on both companies. In any case, there is definitely something going on when both companies are growing very fast and the sector does not seem to share their rates of growth. Niles sees the current market lasting for another week or two, and listed some of his picks, looking for more Internet structure on the hardware side. INTC DELL CPQ MSFT All of the above have been beaten up recently. ALTR Altera Corp. Semiconductors More Views CEO Interviews CPQ Compaq Computer Corp. Computer Hardware More Views CEO Interviews DELL Dell Computer Corporation Computer Hardware More Views CEO Interviews INTC Intel Corporation Semiconductors More Views CEO Interviews MSFT Microsoft Corporation Software & Programming More Views CEO Interviews XLNX Xilinx, Incorporated Semiconductors More Views CEO Interviews Click to view a text-only version of this article