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

To: Diamond Jim who wrote (54335)	4/23/1998 5:50:00 PM
From: Mary Cluney	Read Replies (1) \| Respond to of 186894

Jim, >>>What he says is irrelevant in the long run, either he is right or he is wrong,<<< In this case there is no "right" or "wrong" answer. A lot of it is a matter of perception. Ultimately the question is what should Intel's valuation be. Should it be selling at discount to the market? Should it be selling for less than half MSFT PE. Should a company with 50% margins be valued alongsdide of cyclical dinasaurs? Why shouldn't Intel sell for 25-35 pe? These are all matters of perception. Kurlak and Merrill Lynch in thier efforts to move Intel up and or down is impacting investor pscyhology wrt to valuation. Kurlak and Merrill don't give a rats*ss what ultimately happens to Intel - so long as they can move Intel - up or down - to their own advantange. They have found the ultimate sucker in Intel in that they allow this to happen. No one else would put up with this. Not Coke, not GE, not Gillette, not Dell, Not Compaq, Not MSFT........not anybody (worthwhile). Mary

To: Diamond Jim who wrote (54335)	4/23/1998 6:15:00 PM
From: Sabrejet	Read Replies (1) \| Respond to of 186894

It's not irrelevant. His job is to guide, which is the long term. When he downgrades or starts quoting prices like $60 per share, he's telling people to sell. He's not putting little stars by these comments like "...don't worry though, the price will rebound and all will be well...". Just like when one of those guys says "...strong buy..." They're not saying "..when it hits 80 then that's a strong sell..." His timing is in question. It's suspicious because it has a pattern unlike the standard of big houses. When Garzarelli "called the top" a few years back, did she continue to stomp the table for doom and gloom when the market raced off? The guy has become too emotional in his calls and that's a red flag with me. sz