SI
SI
discoversearch

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: miraje who wrote (165824)6/6/2002 12:54:12 PM
From: Bob Kim  Respond to of 186894
 
JB, re: ...and that April 2002 would have been a great time to buy semi stocks as the industry's recovery becomes increasingly apparent [emphasis added]

Although it was issued on May 6, the actual Merrill text read:

April 2002, we believe, will be a great time to buy semiconductor stocks as the industry’s recovery becomes increasingly apparent. [emphasis added]



To: miraje who wrote (165824)6/6/2002 3:28:41 PM
From: L. Adam Latham  Read Replies (2) | Respond to of 186894
 
ML is trying to cover all the bases before today's mid-quarter update. They lowered their revenue estimate, but reaffirmed their margin guidance. If Intel lowers revenue guidance, then ML can say "See, I told ya so!" If Intel gives a positive outlook, ML can say "See, we told ya margins were going to stay good!" All of us should be use to this by now.

Adam


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News