Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 50.59

+4.9%

Feb 6 9:30 AM EST

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To: Raymond Thomas who started this subject	4/26/2001 8:40:55 PM
From: bambs	of 186894

i am hoping to upgrade my staff's pc's from P3 400's to P4 2gig's at year end...I think that by being able to open word in 1/2 second instead of a full second the productivity improvement will pay for it's self....lol let's face it gang! there is no killer app out there that the business community needs to upgrade for. I admit windows 2000 and netscape 6 are processor hogs but come on now...we really don't need it! Let's see the business case says we should all upgrade. The fact is that intc is having to slash prices and margins will fall over the years. pc's growth will be slow going forward. they were talking 16-17% long term growth rates...and I think they mean revenue. I bet that margins will continue to come down and gains from investments will not be around to pad earnings like during the bubble. This stock has seen it's better days. even if they are expected to grow earnings at 20% long term I think that they should only have a forward p/e of 30 given the risks involved. Nothing is guarenteed and you never now when charges and write downs on inventory will come in a cyclic industry like this. Just look at what csco did! The coming write down of 3.7 billion wipes out last years earnings. I think that intc will see $15 this year and trade with a forward p/e of 30. I think that the estimates for next year need to come down and will later this year. I think that people think this stock is cheap because it has been more then cut in half. I think that people don't know how to value stocks and wall street is doing a great job of bouncing garbage and suckering more people in the whole way down. I you asked me what I would pay for intc if I had to buy it now and hold it for 5 years I wouldn't even pay $10. I think most people that own intel here are just trading it hoping to unload on greater fools at a later date. bambs

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