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

To: Road Walker who wrote (120080)	12/1/2000 11:45:55 AM
From: Mary Cluney	Read Replies (2) \| Respond to of 186894

John,<<<CSFB analyst Charlie Glavin lowered estimates on chip maker Intel (INTC:Nasdaq - news), citing PC pricing pressures and declining demand. He dropped his 2001 earnings estimate to $1.66 from $1.75 on revised revenue estimates of $37.6 billion, down from $39.3 billion, but maintained a buy rating.>>> Charlie Glavin, in my opinion, is really a nobody. I don't believe he understands this market. This doesn't mean that he couldn't be right. He made this call and time it to coincide with sentiment. The only serious analysts in this sector are Ashok Kumar and Dan Niles. They understand this market and they do not appear to have any hidden agendas. Mark Edelson and Drew Peck are both technically competent to understand the technical issues, but lack an understanding of the commerical market nuances. Additionally, they carry too much emotional garbage. So we are getting whacked again this morning, this time for no apparently good reasons - it is only a reaction to Charlie Glavin's self serving timely call. Mary