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Politics : Ask Michael Burke
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To: gnuman who wrote (64544)7/14/1999 2:21:00 PM
From: PaperChase  Read Replies (2) of 132070
 
Very nice post Gene. It at least proves the Intel is not a no growth company as MB infers. Since you have those numbers in front of you, perhaps you could show the EPS improvement over those years.

The market is reacting to the EPS improvement on a 6 month Y-O-Y basis. I do realize that this number looks favorable due to weakness in the PC market last summer. But wait, if MB's thesis on the collapsing PC market was correct, Intel rev and eps should have gone down hill further since last summer, not improved. You would expect that if MB's views could be substantiated, Intel's eps would have been at best flat on a 6 month Y-O-Y basis.

FYI, MU now up another $2+ . Oh, I hate it when I chicken out and take profits too soon. At least I take profits. Most passive investors refuse to take profits because of "tax implications". Yikes. Who cares about the tax hit in volatile tech stocks?
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