He had the timing right with DELL missing next day, they didn't really give a dismal outlook for Q4 though at DELL. With INTC in a 5 month range between $18.50 and $20 and seeing as they bumped dividend by 10 percent to 3.30 yield i don't see much downside from $19. The analyst at Merrill totally hedged himself though, see pickup in inventory "barring any pickup in the economy". With a .63 cent annual dividend cushion now I think its a pretty safe bet on the economy picking up because downside with that payout makes it a pretty good risk/reward.
