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

To: L. Adam Latham who wrote (78952)	4/14/1999 2:38:00 AM
From: Process Boy	Respond to of 186894

Adam - Thank you very much for the CNBC summary, as wasn't able to watch it today. I believe Paul E. has called Pisani, "Gas Can Bob" for his propensity to embellish. I believe you may be right about the analysts trying to establish the new post Kurlack pecking order. It seems to me everything turned out pretty much as Intel has been indicating, but the individuals probably want to break out and distinguish themselves. IMHO, INTC isn't going to break out of this range until later this year. No real reason, just seems to be the mood of the moment. PB I was at a Microsoft seminar all day, so I didn't know what happened with the earnings. When I got home a little early, I turned on CNBC, and the first thing I heard was that idiot Pisani saying Intel had just warned about Q2, and that the stock price was sinking like a stone, or words to that effect. I then checked out the earnings release on-line, and couldn't believe that what I was reading was the same thing Pisani was reporting. Talk about biased journalism (if that's what it is). I'm glad he's not on in the a.m., when I'm usually watching. Joe Kernan was saying that one analyst was complaining about the lower revenues. Since Kurlak left, there is a race to become the dominant semi analyst, and this sounds like an attempt for him to get some publicity (didn't work too well with me, as I can't remember who it was). This analyst seemed to be punishing Intel for their interest/investment income, as if it was bad to make profitable investments in other companies (he probably really dislikes CMGI, or even Berkshire-Hathaway). If this guy goes negative tomorrow, I wouldn't be surprised to see a competing analyst go positive, which has happened in the past. Anyway, I caught the Bryant interview that was on CNBC a couple of hours later. He was quite confident, and emphasized that the Q1 earnings, and Q2 guidance, were no different than in the previous three years (except that this year, there would be an added bonus of high margins in Q2). Haven't listened to the conference call yet, as I'm on twin-watching duty while my wife is out. Adam