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Technology Stocks : Intel Corporation (INTC)
INTC 37.81-4.3%Dec 12 9:30 AM EST
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To: Larry Loeb who wrote (1554)5/31/1996 5:07:00 PM
From: jiggy   of 186894
 
larry:

i agree with u. yes, and that "internet" key word used in the presentation was very strategic. don't forget, they also used that "networking" hot button. if u read my earlier posting, you'll notice that i mentioned these points already in my rundown of the analyst conference.

yes, it seems they are trying to position themselves as a play in BOTH of these really hot areas. good move on their part. but i didn't buy it.

but do u feel that this justifies a PE of 20-25? they obviously don't want to be seen as a chipmaker anymore. they say they are now a "system" company. i gotta tell yah, though, they were real slick with this whole positioning. i must commend them on their presentation, but i didn't fall for it. let's face it, the day intel stops making MPUs as their core business then we'll all be dead...

thanks for your comments.

jiggy@inch.com
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