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

To: Patsy Collins who wrote (177173)	3/1/2004 10:25:14 AM
From: GVTucker	Read Replies (2) \| Respond to of 186894

Boy, talk about your contrary indicators. I can't wait until he goes to a "sell" on Intel. BTW, the record you show is his all time track record on Intel, not just since last year. He went over to JP Morgan from Merrill last year. At Merrill he was working for Joe Osha and covered some of the lower tier semis.

To: Patsy Collins who wrote (177173)	3/1/2004 10:40:09 AM
From: Amy J	Respond to of 186894

Thanks, looks like the run up was missed. What I'm wondering now, are the WS rumors true about a slowdown in China and if so, is it due to the govt's expressed desire to slow growth. On other (good) news here in USA, "The Institute of Supply Management's index on February manufacturing activity fell to 61.4 percent from January's 20-yaer high of 63.6 percent, missing expectations of about 62.1 percent. Meanwhile, the index has been above the 60 percent mark in the last three months, but only nine times in the past 20 years." biz.yahoo.com Regards, Amy J