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

To: Amy J who wrote (172633)	1/28/2003 9:00:41 AM
From: GVTucker	Respond to of 186894

Amy, RE: JJ got it right, an investment analyst who was the first to call the downturn. He got a lot of flack for his comment on TCs too. (Still have yet to see the analyst community produce a report on the correlation of TCs to notebooks/servers/PCs, if such a connection exists.) Kumar also called the changes in the sales channel correctly too. Better than anyone else. What happened to them? Joseph got the top right, but he was waaaaay too early in trying to call the bottom. He raised Intel to a buy back in April of '01when the stock was $27.90. (He had cut the stock back on 22 Sep at $46.75.) In Sep 02 he recognized that he was too early in calling the turn and lowered the group again, but by then Intel was $16.40. Ashok Kumar lowered Intel from a strong buy to a buy on 5 Sep 2000, when the stock was at $71. He cut it further on 4 Jan 02 when the stock was $36.20. Up until that time I don't believe he had ever had Intel rated below a buy, or at least he hadn't for a long time. From my perspective Kumar is far superior to the other analysts, and the only one I use for anything more than data.