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

To: Tony Viola who wrote (116645)	11/10/2000 11:28:56 AM
From: The Duke of URL©	Read Replies (1) \| Respond to of 186894

It is to be noted that Morgan Stanley Dean Witter, the down grader, is. if memory serves, the Lead Broker on Transmeta.

To: Tony Viola who wrote (116645)	11/10/2000 11:34:08 AM
From: Road Walker	Respond to of 186894

Tony, re: OT- Intel <g> I agree the Dell situation alone shouldn't warrant a downgrade of Intel. It appears the economy is slowing, there is a lot of evidence that US retail is soft, and with the dollar strong, demand overseas doesn't appear to have taken up the slack. I think the product transition part of the downgrade is wrong, but the demand side may be a significant concern, at least short term. But I think if the election problem gets settled, we will see a rally (Intel included). Until that happens, noboby is going to be putting money in the markets. John

To: Tony Viola who wrote (116645)	11/10/2000 11:39:25 AM
From: Gary Ng	Read Replies (1) \| Respond to of 186894

Tony, Re: Intel should come out like LSI did, if they think things are as good as they implied in the webcast. While I don't like to see INTC fall, I don't think they need to come out every time there is downgrade. Should they come out if there is upgrade also ? gary