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Technology Stocks : Intel Corporation (INTC)
INTC 40.03-1.3%3:59 PM EST
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To: John Hull who wrote (103333)5/11/2000 6:47:00 PM
From: pgerassi   of 186894
 
Dear John:

I was responding to anothers scenario (Duke of URL post 103300 (Semi Meltdown)). IMHO, the semiconductor business will not see a slow down this year (unless China nukes Taiwan causing the USA to nuke China, Asteroid Impact, etc...). So I was responding to a "What If". In the more probable future, Intel will grow 10-20% and AMD will grow 100-200% in revenue and profits. Perhaps Intel will get all other divisions together to actually make money (outside of Investments (does this include all costs of all investments?) and Computation Group). Doing analysis on per share profits makes sense when the result is to talk about per share prices. In absolute terms, (I will go out on a limb here (Grin)), Intel will make higher absolute profits than AMD for the rest of FY 2000. But that means AMD would have to make less than 22 times the per share profits of Intel (APGBIMHO).

Pete
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