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


To: Mary Cluney who wrote (38239)10/29/1997 11:44:00 AM
From: miraje  Read Replies (2) | Respond to of 186894
 
Until Tom Kurlak demonstrates that he understands the difference between dram and cpu's, I fail to see how anyone can take his prognostications seriously. If Intel thinks its share price is currently undervalued, they should be in the market buying them up today.

Regards, JB



To: Mary Cluney who wrote (38239)10/29/1997 1:02:00 PM
From: Thomas G. Busillo  Respond to of 186894
 
Mary, kudos on the Joe Granville analogy. And no, you're not paranoid. The guy isn't terribly subtle. He is what he is. Unfortunately, if you trade or invest in chip issues, he's there, and he's a menace we all have to deal with (sort of like city dwellers have to deal with random street crime) until someone pulls the plug.

IMHO, it's primarily the institutional money managers who find it difficult to actually think on their own who have made Kurlak the Pavlovian scare machine he is.

Good trading,

Tom



To: Mary Cluney who wrote (38239)10/29/1997 2:31:00 PM
From: Petz  Read Replies (3) | Respond to of 186894
 
Mary Cluney, re:<Tom Kurlak>

In retrospect, Tom Kurlak was RIGHT!

Intel is 81.5 now. Where was it when he lowered his opinion? Intel will soon have 3 consecutive quarters of lower profits. For the 4th quarter to have lower profit than the 3rd quarter will send the stock down to 60 with a PE of 15 like it deserves.

Petz