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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: DRBES who wrote (45781)6/29/2001 4:05:41 PM
From: Charles RRead Replies (1) | Respond to of 275872
 
<How about that of Dan Scovel at Needham & Co. ? >

I don't see much of original work from Scovel. To me it doesn't look like he is putting in enough time in Taiwan or he is not able to put the pieces together.

On the semiconductor side, the analysts that are worth my time this year are Eric Rothdeutsch, Jonathan Joseph and Doug Lee. I wouldn't be surprised to see Eric and Doug rated ahead of Joseph by the time the year is over.


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