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

To: Tenchusatsu who wrote (165839)	6/6/2002 4:25:14 PM
From: John F. Dowd	Read Replies (3) \| Respond to of 186894

Tench: Osha and Niles must have been leaked by someone in the company. They were so sure and almost hit the numbers exactly. Osha is even more suspect as he reversed his opinion in a pretty short interval. JFD

To: Tenchusatsu who wrote (165839)	6/6/2002 4:40:19 PM
From: GVTucker	Read Replies (1) \| Respond to of 186894

Tenchusatsu, RE: So because Osha has a "lack of visibility" into the PC market, Intel deserves a downgrade. By the way, I'm lowering America's chances of winning the World Cup because I have a "lack of visibility" into how good the players are. ;-) There are many good reasons to criticize Osha. I don't think this is one of them. A lack of visibility means that there is a greater degree of uncertainty regarding earnings for the rest of the year. Greater uncertainty means that you need a lower stock price, since the earnings need to be discounted at a greater rate to take into account this uncertainty. Lack of visibility, when this wasn't perceived before, is a perfectly good reason to downgrade a stock. And after the USA's win against Portugal, I would think that visibility is better looking forward. Brian McBribe performed much better than expected against a heretofore great defense.