Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: GVTucker who wrote (114785)	10/23/2000 4:37:13 PM
From: Bob Kim	Respond to of 186894

GV, Re: NSM I guess Osha's $100 price target is toast. Did you notice that there were no chip stocks on ML's latest incarnation of a top 10 tech list. I found it strange (but, predictable) that on a list of stocks expected to outperform over the next 6-12 months, one stock was selected even though its price target suggested upside of only $1.75 or 7%.

To: GVTucker who wrote (114785)	10/23/2000 4:37:56 PM
From: Road Walker	Read Replies (1) \| Respond to of 186894

GV, re: NSM PR - "Shipments in the current quarter will be impacted by inventory corrections being made by some of our customers in the mobile phone market. Bookings for personal computer products have strengthened, but at a lower rate than seasonally expected." It will be interesting to see how Intel reacts. They have already lowered Q4 expectations with 4% - 8% (?) sequential growth forecast. Cell phone guys like MOT should take a hit. John