Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Mary Cluney who wrote (140629)	8/1/2001 10:33:24 AM
From: Bob Kim	Respond to of 186894

Mary, <<<Most professionals like Bob Kim and GVTucker can't fully understand how someone's personal feelings can spill into work they do for a living, but Joe Osha...>>> GV is the professional, not me. I can fully comprehend how Osha's personal feeling can influence his work because I saw him work up close. I just don't comprehend why ML research mgmt has allowed it to go as far as it does, especially when it undermines the firm. In Kurlak's case, they deferred to him (even if there were doubts) because of his experience and his #1 II ranking. Osha has neither of those qualifications.

To: Mary Cluney who wrote (140629)	8/1/2001 11:53:11 AM
From: t2	Read Replies (2) \| Respond to of 186894

Mary, I agree with your assessment on Joe Osha. He had made up his mind on Intel months back and was very disappointed that Intel says things were better than what Osha had been saying publically. Am I the only one who noticed that Osha no longer is pushing that channel stuffing theory? Remember how how often he issued notes on that point---seemed like it was a weekly report. He did everything he could to try and knock down Intel stock price. Now he is just citing valuation. His ego has been hurt by Intel after the last 2 earnings reports as well as that June mid quarter update. With Osha is seems personal; otherwise how could a firm be upgrading AMAT and not Intel. AMAT has nowhere near the potential of Intel in future earnings (because of Intel's move to try and regain near monopoly status by winning back market share--many analysts do agree that Intel is regaining lost share). I realize it is a different analyst but the call on the sector was very broad. He reminds me a bit of Drew Peck---if Drew becomes positive on the PC chips, you can bet he will upgrade AMD and not Intel.