Bill Wexler's Dog Pound Message Board

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Non-Tech : Bill Wexler's Dog Pound

REFR 1.560

-2.5%

Nov 7 9:30 AM EST

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To: Bill Wexler who wrote (6078)	1/14/2000 7:11:00 PM
From: F. Lynn	Read Replies (1) of 10293

I don't think you were really wrong about Intel's business. Although the quarter was good and I certainly wouldn't want to short INTC, let's remember that: Intel's 69 cents was helped by eight cents in other income. Operating EPS of 61 cents is up from 54 cents TWO YEARS AGO. that is pretty anemic growth, a CAGR under 10%. Yet the stock still trades at 10x revenue and 38x calendar 2000 estimates of 2.68 a share. So, while it wasnt a bad quarter, the growth picture remains uncertain and the valuation stretched. As for the interest rate environment- they will matter when greenspan starts hiking. I would continue to be careful. I didnt get out of tech but I certainly lightened up.

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