INTEL SUPPORT GROUP - the sky is falling!!!! Message Board

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Technology Stocks : INTEL SUPPORT GROUP - the sky is falling!!!!

INTC 39.50

-1.2%

Nov 3 9:30 AM EST

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To: Alec Epting who wrote (104)	3/17/1997 10:28:00 PM
From: RayW	of 248

Alec, AMD is like a rising sun. I don't think that it is a good time to short time. As to INTC, it is overpriced with $16.68 book value and the second best technology. 2/3 of its assets are to be depreciated from books in the next 3 years. Intel already controls 95% of x86 CPU market at this moment and could not increase it further. For this kind of STABLE company, P/E should not over 5X if the risks are considered. With the current 3 love squeeze from AMD/Cyrix/DEC, Intel has to cut price deep on its high end chips. Consequently, the earrings for Q2, Q3 and Q4 will erode miserably. If AMD did come up with K6-300Mhz by end of year, every Intel CPU would have to price less than $149 to move out. Then, what P/E or earrings you could expect from the coming technology loser: Intel? Read at your own risks!

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