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To: advocatedevil who wrote (3072)12/5/2002 10:38:24 AM
From: Sam Citron  Read Replies (1) | Respond to of 13403
 
OT I was struck by how much more bearish Ashok Kumar sounded as he discussed INTC this morning as compared to Dan Niles a couple days ago. In fact he specifically contradicted Niles on at least one point: "There has been no material aging of installed base given that corporations have continued to upgrade during the downturn, so there will be no pent-up demand."