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To: Tony Viola who wrote (79319)4/15/1999 7:56:00 PM
From: John F. Dowd  Respond to of 186894
 
Tony: Exactly re: the Xeon- I made the same point last night. Re SUNW this is getting to be dumb. TLAB came in with revs. and profits ahead 47/52 % of last yr. but they sold off 7% today. I can't figure it out. On the other hand MOT comes in with modest earnings although ahead of estimates and gets rewarded with a multiple 2x that of INTC. Go figure!

JFD