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To: George W Daly, Jr. who wrote (4935)	4/16/1999 10:42:00 AM
From: Jules B. Garfunkel	Read Replies (1) \| Respond to of 8218

George, I was referring to INTC's rising GPM's to 59%, and an 18% revenue growth rate, (YtY), compared to IBM's declining GPM's and a 6% revenue growth rate, (YtY). Jules

To: George W Daly, Jr. who wrote (4935)	4/17/1999 8:58:00 AM
From: Jules B. Garfunkel	Read Replies (1) \| Respond to of 8218

George and All, I just posted this response to a post by Harry L. on the INTC thread, but I thought it belonged on this thread also. Message 8978425 Thanks Harry, Your, <"Analysts are paid to analyze. You know, go out and kick the tires: interview customers, suppliers and competitors, and dig through company filings, that sort of stuff. If analysts are spoon-fed by companies, Mr Lewis believes, they just aren't doing their job."> Well, Harry! when I was a "sell side analyst", that's what I thought it was all about. When a company that I followed coughed, I made sure to be the first to report it. And it wasn't just reporting what a company was "spoon feeding the analysts". It was the result of hard digging, honest research, and good logical analysis. Yesterday, ended my two year era of being short IBM Calls, or long IBM Puts. While I continue to believe, as strongly as ever, that IBM's quality of earnings are poor, and that Wall Street will eventually catch on to LG's game on how to meet analyst's estimates, I no longer have the fortitude to wait for other analysts and investors to see it the way I do. But then again, I've always been early in my analysis, as well as my investment ideas. Regards, Jules