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To: Windseye who wrote (57808)4/14/1999 11:12:00 AM
From: Steven N  Read Replies (1) | Respond to of 97611
 
victor your pre-interview is world famous



To: Windseye who wrote (57808)4/14/1999 11:19:00 AM
From: Henry Niman  Respond to of 97611
 
Dan Niles, PC/Semi Analyst for Bank Boston Robertson Stephens, was on CNBC this morning to discuss INTC. He also mentioned DELL, MUEI, CPQ, and IBM, and gave some detailed analysis on the PC Sector. A synopsis of his report is linked to the CNBC Specials page at netcognizance.com



To: Windseye who wrote (57808)4/14/1999 11:41:00 AM
From: JRI  Read Replies (2) | Respond to of 97611
 
Thanks for your comment(s)..again, to his credit, Niles has made some really good calls (although I think the Dell numbers were leaked to him....I find it hard to believe he could nail the revenue number so closely)...

My beef with guys like Niles is when they know they have a little power, and they overstate their case to get the desired effect (instead of just regurgiating all appropriate data)...Sometimes analyst editing rivals Cold War propaganda machines...