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

To: Road Walker who wrote (137714)	6/20/2001 11:04:50 AM
From: GVTucker	Read Replies (2) \| Respond to of 186894

John, RE: If I were to publish that Tucker Capitol Management was using inappropriate accounting to misstate and improve it's performance, would that be libelous? Would you feel you had the right to legally challenge my statement? Using inappropriate accounting is against the law. Yes, that would be libelous and it would be within my rights to legally challenge your statement. Nowhere in anything I have seen Osha write has he accused Intel management of breaking the law. Andy Bryant has stated that Intel is not stuffing the channel, but is filling orders as they are received. Osha implies that Intel is stuffing the channel to make it's numbers. Let's see. You've already stated that you aren't a Merrill client, thus you haven't seen Osha's research directly. And yet you're comfortable accusing Osha of libel, based on something you think Osha has implied. That seems extreme to me. I have read his research. And I think that it is entirely plausible that Osha thinks that Intel management is mistaken in its belief that it has gained market share. Here's the closest that I can get to your implication that Osha believes that Intel is stuffing the channel: Our analysis published prior to Intel's mid-quarter update suggested that Intel may be allowing inventory levels at its customers and contract manufacturers to build. If AMD is in fact seeing unit weakness, we think that the case for inventory building at Intel is that much stronger. Note that he states that the inventory is building at Intel's customers. If Intel management is merely mistaken in their belief that they are gaining market share, wouldn't that be the case? Seems to me that the most likely sin for Osha is ineptitude. And last I checked, that was legal.