Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 48.76

+10.9%

3:59 PM EST

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To: Burt Masnick who wrote (3283)	9/12/1996 6:51:00 PM
From: Harry Landsiedel	of 186894

I too am a great believer in Intel as a company. While I have not held as long as you, I am happy with my earnings. What has made Intel such a great buy is that it has been misappraised by the market--treated like a semiconductor commodity or cyclical stock and not a branded consumer item. The street is changing on that, which is why the stock is up 50% this year and the DRAM chip makers are still bouncing around at their lows. What should temper your enthusiasm for Intel is looking not at earnings but "owner earnings": earnings plus depreciation LESS capital spending. That's where Intel's cash flow cannot support a high multiple. HL

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