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


To: GVTucker who wrote (139691)7/19/2001 11:20:45 AM
From: Bob Kim  Respond to of 186894
 
GV, re: Look at Osha with Intel yesterday.

He highlighted that INTC missed his revenue estimate for the quarter and the media picked up on that. He probably should have mentioned that he raised his estimate by more than $500 million a few weeks ago.

Two years ago, Osha had a Buy on INTC and the miss was about $450 million from his estimate. Ahead of earnings, he had belittled Niles' more accurate and conservative estimate.