Bob Brinker: Market Savant & Radio Host Message Board

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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host

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To: Skeeter Bug who wrote (8399)	11/10/1998 4:39:00 PM
From: Diamond Jim	of 42834

"james, mike has good analysis. a no growth stock like intel doesn't deserve a 26 pe except in an irrational bubble market. the problem is that the rest of america is dumb and can't figure out intel is a no growth company. that is, until they don't grow for awhile. mike called the bank stocks - ahead of time, to a "t." when atmel was $50 he said $10, bingo. hated xlnx and altr. he was wrong on the stock (dead right on the business - but dumb is as dumb does - and dumb believed management that "next q would be great" for 6 qs. they then figured out - after 6 straight q's of nothing, that management was full of crap). intel, if they don't grow as they haven't been, is worth maybe 60% of the present valuation. if they do grow then they are worth more. i don't think they grow for a while." ++++++++++++ MB, huh? Skeeter all I did was post GOOD news about 3rd QTR earnings back on Oct 13 and you went on the attack against Intel, well, speechless are we? you've been quiet ever since the Brink was proven right. jim

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