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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (20734)6/24/1998 4:13:00 PM
From: Teri Skogerboe  Read Replies (1) | Respond to of 70976
 
Brian, all,

Anybody know Dan Niles track record on these stocks?? I'm very sketchy about him but I feel pretty certain that he's been way too bullish for way too long, and that he's missed the boat several times. Also, these guys have a bias towards bullishness... their companies are run from commissions. I'm not short anything right now, but am beginning to wonder..... He has often times in the past lived in a dream world (I think) but we need to check this....

And this report is from the same source that Gene posted ...all of it is coming from BARS.



To: Proud_Infidel who wrote (20734)6/24/1998 4:46:00 PM
From: derek cao  Respond to of 70976
 
Re: There are now several sources which say demand for INTC's high end chips is picking up.

Brian, I will be a little more cautious. From what I read, all the "good" news were derived from the single source saying PII400(high end) and P233MMX(low end) are in allocation now. The reason behind such event is unclear to me. I will suspend my judgement until July 14 when Intel will issue the earning report.

Derek


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