Graham and Doddsville -- Value Investing In The New Era Message Board

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Strategies & Market Trends : Graham and Doddsville -- Value Investing In The New Era

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To: Axel Gunderson who wrote (556)	7/28/1998 4:03:00 PM
From: Jacques Newey	Read Replies (2) of 1722

Axel, Re: "Phil Fisher and Intel" ...hope you don't mind if I jump in here. Having read "Common Stocks and Uncommon Profits" (three or four times), I have come to the conclusion that Intel certainly qualifies as a great investment by the standards that Phil set forth in his book. When comparing Intel to Fisher's "fifteen points to look for in a common stock", I have to believe he would have invested heavily in the company had it been around at the time of writing the book. Great book by the way. My conclusion is that Fisher's ideas are a superb refinement to the earlier works of Ben Graham, particularly in light of the "new era" of technology and the information age. I know Buffet wouldn't touch Intel because he wouldn't understand it. However, Phil does get a kind word or two from Warren as to his ideas and techniques. What are your thoughts? Very long on Intel.

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