To: Pravin Kamdar who wrote (38832 ) 10/8/1998 6:17:00 PM From: Thomas G. Busillo Read Replies (1) | Respond to of 1574491
Pravin, Kumar's media whoring makes Madonna look like Greta Garbo. Just look at today alone. He's in the CNET piece on the potential Gateway win:"Intel is not going to let them pick up a million units a quarter" , (Strong Buy on Intel/neutral on AMD - since CNET did not point this fact out, they must feel that the ratings stance of a sell-side analyst must have no bearing whatsoever on their capacity to be held before the public as a source of objective opinion, a concept that is almost as laughable as the notion that Ted Waitt has "Appease Ashok Kumar" on his "to do" list) A Dow Jones piece on Rise:"I don't think there is room for another player" (Strong Buy on Intel- since Dow Jones did not point this fact out, they must feel that the ratings stance of a sell-side analyst must have no bearing whatsoever on their capacity to be held before the public as a source of objective opinion, a concept that is almost as laughable as the notion that of the over 5 dozen analysts covering Intel, only Ashok Kumar and Rob Chaplinksy, now off to find the next RMBS, are the only ones coming up with any meaningful "data points") Hang on...I bet if I surf for 10 minutes I can find at least one more...you figure he'll want CBS and Reuters to complete the hatrick...not finding him on CBS...oh, okay, great...Reuters re-runs the AMD piece and dates it 10/8/98 3:50 p.m. (so I'm counting it) and we have a quote from his "research":''We believe that the low yields at 400 megahertz will push out the launch date of this product from the fourth quarter to the first quarter.'' A Reuters-Dow Jones-CNET hatrick for the Minnesota Media Madam! I'm long both AMD and INTC and getting totally creamed. But since Kumar's mantra is "no guts, no glory"... ...well, there's nothing like a little "gut check" <g> Good trading, Tom