Fred,
Intel is a great company. I never said otherwise. However, as you well
know, their stock price fluctuates highly with just about any tidbits of
news: economy, market direction, book-to-bill ratio, computer demands,
consumer spending, dollar strength, etc. After a good earning reports,
their stock price makes an advance then tend to falter and drop on any
bits of bad news in between earning reports.
I think investors 's view of Intel is that there is no surprises. Everybody
knows what Intel does and what to expect of them. The risk of investing
in Intel is that they must continue to do as well as they have been doing,
otherwise watch out. For a large company as Intel, it is not easy to
perform as well as they have been doing quarter after quarter.
IOMG, on the other hand, is just at the beginning of their growth. Being small
and not fully grown, IOMG 's earnings and share price is much less sensitive
to market shift, economic news, BTB ratio, etc.. There will be many
positive surprises - since not many people know of IOMG 's potential.
And expectations are low.
Our discussions can easily apply to Microsoft and IBM during the 80's
and early 90's - most people said the samething about IBM and MSFT
that you just said about Intel and IOMG.
Perhaps a comparison of share price vs. earning performance
this past year would give us a clue to future performance.
Regard
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