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

To: Paul Engel who wrote (68190)11/10/1998 12:28:00 PM
From: Joey Smith  Read Replies (1) | Respond to of 186894
 
Paul, re:Either he is learning to keep his mouth shut on companies he clearly doesn't understand OR he was one of the bunch that Merrill laid off last month.

Kurlak basically ignored Intel's guidance in order to push his own agenda. His whole theory is based on much lower ASPs for Intel, even after Intel said that ASPs had been flat, will continue to be flat, and overall margins will be flat to up!!!

Then he refuses to address the cost side of the equation as well. You are being too kind to say that he doesn't understand the company!!!

joey



To: Paul Engel who wrote (68190)11/10/1998 11:21:00 PM
From: Aaron Cooperband  Read Replies (2) | Respond to of 186894
 
Paul -

Re: "Either he [Kurlak] is learning to keep his mouth shut on companies he clearly doesn't understand OR he was one of the bunch that Merrill laid off last month."

No such luck. My broker has told me that he's still with ML.

Aaron


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