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


To: Barry Grossman who wrote (79045)4/14/1999 11:42:00 AM
From: Tony Viola  Read Replies (3) | Respond to of 186894
 
Robertson Stephens Valus Plus Growth (RSVPX) fund has been a middle of the road performer. Morningstar *** vs. 5 stars for Janus 20 or Fidelity Select Computer. We're out of RSVPX as soon as practical wrt tax considerations. Have been talking about selling it for quite a while. Interestingly, last I checked, Intel was their #1 holding. I suspect not as of today!

Niles certainly has the right to his opinion, but to blatantly say "I'd sell it" on CNBC is not what you typically see, even when an analyst has a large axe to grind. They just don't use the "s" word. It seems to me that Niles is trying for that Kurlak evacuated spot. Fine, but I think he went outside expected reporting norms saying sell, I think it was twice.

Tony