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

To: Tony Viola who wrote (68671)	11/17/1998 12:36:00 PM
From: Chip Roos	Read Replies (1) \| Respond to of 186894

>>He might ruin his Ferragamo shoes if he were to come out here to kick bricks and mortar. The word on him is that he goes more on "gut feel" than a lot of research. So much for that MO.<< Just curious Tony....you mention "The word on him is..." What word is that? Where did you get your information? Although I don't always agree with his analysis, I certainly don't take it personally and flame the guy. I dare say he probably is better versed in analysis that both you and I. Chip

To: Tony Viola who wrote (68671)	11/17/1998 12:38:00 PM
From: Mary Cluney	Read Replies (2) \| Respond to of 186894

Tony, >>>The word on him is that he goes more on "gut feel" than a lot of research. <<< The real significance behind Craig Barrett's introduction at the Analysts Meeting is the utter confidence behind his very mild chiding of Tom Kurlak. This speaks volumes to me. Craig Barrett is signalling his confidence in Intel sales, profitability, and stock price direction. He would not have uttered those remarks about Tom if there was any dark clouds in Intel's near future. Imagine the embarassment if Intel stock price tanked after making those remarks about Tom. Further, this signals the new way Intel will manage analysts and their expectations. I am sure he will talk to Tom afterwards and straighten him out - if needed. Remember Tom was not humiliated - in fact he was singled out by the CEO of the most important company in the semiconductor industry and affirmed Tom's importance in the industry. Craig Barrett has given Kurlak a graceful way to reverse himself and not lose face. The ball is now in Tom's court. Play ball. Regards, Mary

To: Tony Viola who wrote (68671)	11/17/1998 12:44:00 PM
From: Paul Engel	Respond to of 186894

Tony - Re: " He might ruin his Ferragamo shoes if he were to come out here" I suppose Office Tommy expects Intel to trek back to NuuuYawkCittty and debrief Office Tommy in his....Office! Mingling with the non-Wall Streeters on their own turf would cause him to break out in hives. Paul

To: Tony Viola who wrote (68671)	11/17/1998 1:44:00 PM
From: IncredibleHult	Respond to of 186894

*Intel insight: An item yesterday wondered whether Intel (INTC:Nasdaq), at its analyst meeting last week, was trying to intimidate and humiliate Merrill Lynch analyst Tom Kurlak into saying something nice about the company. The company supposedly ridiculed the longtime Intel bear by saying that Merrill investors must be wondering why they didn't own Intel stock. Whatever Intel did worked. Yesterday Kurlak, while not changing his "neutral" rating on the stock, said he was "cautiously more optimistic" for next year.