Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Tony Viola who wrote (70267)	12/28/1998 2:20:00 PM
From: Paul Engel	Respond to of 186894

Tony - Re: "I guess Peck is next in the Pecking order for P***erheads. " Peck still has the STIGMA of pumping AMD all throughout 1997 and the early part of 1998 - in addition to his dumping on Intel during that time period. Basically - Drew Peck has been so wrong that he is irrelevant. {========================================} pathfinder.com@@3tWfjAUA2SDjHJ29/fortune/1997/971027/ana.html "Peck, 41, a former MIT physics researcher, probably understands microprocessor technology better than anyone on Wall Street. He would like to think that this expertise is what gives him his edge. But it isn't. Wall Street listens to Peck because he is viewed as the Street's most consistently negative semiconductor analyst. "You always want to know what the possible downside is. That's where Drew is useful," says one person who follows semiconductors at a major institution. Adds another, "I listen to Drew because he's cynical." Peck understands that his perceived negativism is his edge, and he finds it mildly infuriating. "They say I'm negative? I just think I'm trying to be realistic," he says. In his view, so many people are invested in the idea that Intel stock has to keep going up that they want to hear only good news. "I've had buy-side clients get mad at me when I've downgraded Intel." {==========================================} Paul