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kpf

01/16/04 3:10 PM

#8390 RE: RGood #8388

RGood

Well...

Now, to be a lil bit more precise wrt "follow the money": You might agree the analyst side is unusually quit after an Intel quarterly report, do you? Next, there is a hell of a lot of money from their employers in Intel stock, right? (And yes, I know analysts are independent from that ;-) ). Then, look which stock has huge upside volume in the sector.
I dont know how much of this is to be understood as hedge-moves of institutional capital. But it could be worth a thought for your long position as well. Unless you are convinced Intels money-machine is unbreakable and intend to hold the position longterm. In this case, no action is required.

K.