Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 38.12

+0.5%

10:33 AM EST

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To: Gerald Walls who wrote (83971)	6/20/1999 11:38:00 AM
From: nihil	Read Replies (3) of 186894

As far as owning stock goes, it hard to see how Intel can improve its profitability starting from as high margins and returns as it has now. To grow EPS as well as it has done over the past requires new businesses. I doubt if they can grow that fast in microprocessors -- maybe 12% a year in the long-haul. Margins should decline steadily as PC prices drop below a $100 in 5 years or so. China and India will drive hard bargains for chips, or steal the technology (which they will not need to export). If I were China's computer csar I'd buy control of AMD or NSM. (They've got $100 billion of foreign exchange) and build a couple fabs there. Intel needs to add about $4 billion new product sales a year. I don't see how they can do it. I am still a holder. Sentimentalist, I guess.

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