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

To: herb will who wrote (156086)	1/17/2002 8:38:59 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Herb - You think Joe Osha keeps making bad calls on AMD - check out his BUY call on TransMeta !!! He rated it a buy at $48 - a buy at $12 - and Transmeta is selling for about $2 today !! He thinks it is going to $61 !!!! Osha should be tossed into a crate with Henry Blodgett and dropped into the Atlantic ! Paul {====================} JUNE 18, 2001 IT 100 -- ANALYSTS' PICKS Joseph Osha Analyst, Merrill Lynch & Co. CATEGORY: Semiconductors STOCK PICKS: Transmeta (TMTA), Texas Instruments (TXN), Linear Technology (LLTC) Investing in semiconductor stocks nowadays might take you on a path where only fools dare to tread. With PC and cellular-phone sales expected to remain weak for the rest of this year, many chip stocks have tanked. But Merrill Lynch & Co. analyst Joe Osha says there are a few poised to make a strong comeback, with products aimed at promising mobile and portable markets. Companies that provide powerful, smaller chips that are less of a battery drain will capitalize the most, he says. A favorite is Santa Clara (Calif.) upstart Transmeta Corp. (TMTA ), which makes chips that offer the most performance for the fewest volts in notebook computers and other electronic devices. The only chip stock Osha rates a "buy," Transmeta has a product "that's very well-suited for the direction the portable device market is taking." Osha expects Transmeta's shares to rise nearly fivefold in the next 12 to 18 months, to 61 from 12 today.