SI
SI
discoversearch

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: Tony Viola who wrote (137627)6/19/2001 5:31:36 PM
From: Road Walker  Read Replies (1) | Respond to of 186894
 
Tony,

I don't know what's up with Osha. He seems to have painted himself into a corner with his comments before Intel mid-quarter update. And he's got SSB's Joseph on the other side of the fence. I suppose his reputation is at stake on this one.

If he is wrong, I say ML should dump him. Accusing Intel of stuffing the channel, when the CFO specifically denied it, is over the top, IMO. It's not done, but it would be interesting to see a firm Intel rebuttal in the form of a press release.

When was the last time you heard Osha, or any analyst for that matter, say that they were wrong?

John



To: Tony Viola who wrote (137627)6/19/2001 8:30:47 PM
From: Bob Kim  Read Replies (1) | Respond to of 186894
 
Tony, Re: No, disbar Merrill Lynch somehow.

If Intel feels strongly enough about their position, they should sue and if ML feels strongly enough about backing Osha on this, they should force him to downgrade INTC to ML's lowest ratings and additionally require ML brokers to recommend that their clients sell their INTC and perhaps do it without commission to emphasize their point.