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

To: John F. Dowd who wrote (159730)	2/22/2002 9:23:26 AM
From: John F. Dowd	Read Replies (1) \| Respond to of 186894

To All: Have things changed that much in 2 weeks???? 01/31/02 08:20 am EST... INTEL ( 33.86) MERRILL UPS TO NT STRONG BUY FROM BUY... Analyst Joseph Osha tells salesforce believes launch of 0.13 micron Northwood puts in best competitive position since '99... Thinks Street underestimating performance will get from Northwood this year... Analysis indicates that PC supply chain exited 4Q with inventory at 5-year lows relative to revenue... Low inventory should underwrite solid volume growth in 1Q, 2Q even if demand is only mediocre... Raises $0.70 '02 EPS estimate to $0.73 on higher gross margins... Sets $42 target... Over long term, questions about 's ability to sustain growth remain... Reiterates long term buy./Freund JFD