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

To: Bob Kim who wrote (113767)	10/16/2000 1:17:39 PM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Bob, re: "John, Interesting contrast to when ML cut its price target on Dell from $54 to $36 a couple of weeks ago, the press only wrote that ML was reiterating its Buy rating." The process of reporting on analyst reports, at least for folks that don't have an account with a particular broker, is flawed. I don't know where the disconnect takes place. It could be the broker stressing the information they want known, it could be the press reporting only the information they feel in most "newsworthy". It would be nice if you could get all the reports in their entirety; I guess you can if you are willing to pay for it. As someone pointed out, there are a lot of analyst's available to upgrade Intel if their earnings and guidance come in OK. John

To: Bob Kim who wrote (113767)	10/16/2000 1:18:35 PM
From: Tony Viola	Respond to of 186894

CNBC this morning talked about the SSB JJ call on Intel, said he is the same guy that made the call on the semiconductor up cycle end being in sight. They then said AND HE WAS RIGHT. He wasn't right. Since Jonathan Joseph's call, there is no evidence that the current cycle is anywhere near ending. The disappointing thing is that it was David Faber speaking, whom I used to give credit for some brains. Obviously, he doesn't know what's going on in the semiconductor markets. He doesn't know techs. I know that from watching that show, so he ought to keep his mouth shut. Tony