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Technology Stocks : Intel Corporation (INTC)
INTC 35.75+3.6%Nov 24 3:59 PM EST
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To: Tenchusatsu who wrote (84796)7/2/1999 8:04:00 AM
From: GVTucker  Read Replies (7) of 186894
 
RE: Dan Niles, Intel, and AMD

First, why is it such a 'bizarre contradiction' to like AMD even though Athlon (or whatever K7 is called these days) is make or break for AMD? AMD is now trading close to book value. It can be argued that the downside is limited on the stock, and the upside is huge. That isn't 'bizarre.' It's a concept called risk-reward.

And when it comes to Niles' opinion on Intel, it strikes me that he has done a good job in the short term earnings area, so good that a lot of people are wondering if he doesn't have an inside source at Intel. Let's see--the stock is about the same place it was when he yelled 'sell' on CNBC and the market set an all-time high yesterday--I'd say his call was pretty good. And if you're looking at the long term, his rating is the same as AMD--long term attractive.

The only thing he's done is not drink the Intel Kool-Aid that give many on this thread rose colored glasses. I've said the same thing for 2 years, and the return on Intel hasn't been good during that period. I find it rather comical that the generic response I get has been a comparison of the returns of AMD to Intel over the past 2 years. I'd just as soon not own either.
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