Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 46.47

-4.5%

Jan 30 9:30 AM EST

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To: Dave Budde who wrote (7555)	1/7/1997 7:48:00 PM
From: SisterMaryElephant	of 186894

You are correct in your reply: < Re: "Can anyone explain to me why wall street and individual investors are willing to price MSFT at a PE of 45+ and INTC at a PE of only 25+." Intel must build multi-$B fabs and they need to update these regularly. If they make a mistake on products or technology, they will lose big time. Microsoft has no such capital requirements to manufacture products. > On the flip side of this is the argument that it will take a multi-$B bet to effectively compete with Intel, whereas you don't need nearly as much to compete with MSFT. On that basis Intel itself may warrant a higher PE. Just a thought. Steve

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