Intel Corporation (INTC) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC)

INTC 37.89

-0.1%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Paul Engel who wrote (16514)	4/7/1997 9:31:00 AM
From: Burt Masnick	of 186894

Paul, I was just reviewing some old posts. About 15 months ago I posted that either Intel was a crazy screaming buy ($55) or I was a crazy screaming lunatic. I put my money where my mouth (keyboard?) was and bought more Intel at $57. While all the ballots aren't in on whether I personally am bonkers, it now seems in retrospect that all my thoughts on Intel were accurate. They were: 1- New Windows NT coming out 2- Corporate upgrade cycle 3- Lack of meaningful competition 4- 3-D chips making spiffy games and apps. 5- Best managed tech company ever 6- Unrecognized manufacturing prowess While I wasn't smart enough to sell at $165 and rebuy more at $126, I think that the same arguments still hold. I held my breath to see what was coming from AMD. Not enough horsepower to make the big boxmakers desert mother. I am still looking for $200+ in calender 1997. High beta stocks can give you serious stomach problems, but when the fundamentals remain sound the business reasons for Intels continued success remain in place, the growth picture (and a 20+ pe times NEXT year's earning) seems reasonable to me. Thanks a ton for your reporting on the AMD K-6 rollout. In my view you are exactly right - a clean single but no home run. While INTC continues to hit doubles, triples and the occaisional grand slam. It is a testimony to Intel's technical prowess that it takes an academy award technological performance just to come up with a me-too chip. Thanks too for your reporting on RayW. I haven't laughed so hard in years. Pretty good detective work. I am an amateur genealogist and have to do similar digging into the written records to determine what really happened. Nice work! You seem to have single-handedly driven a fair fraction of the AMD uber alles crowd into stunned silence. There is actually an Intel thread again! Thanks again and continued good investing. Best regards, Burt

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next