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Technology Stocks : Intel Corporation (INTC)
INTC 40.56+10.2%Nov 28 9:30 AM EST
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To: Amit Patel who wrote (102575)4/18/2000 8:19:00 PM
From: Road Walker  Read Replies (4) of 186894
 
Amit, re: "A healthy 35% growth Y2Y, I think. (more if you count one time tax gain). No ?"

And the stock is up over 100% from this time last year, healthy, no? Much of the earnings growth in the last two quarters has been from investment capital gains, this was not lost on the analyst who asked pointedly about operating growth rates. Intel also projected (from memory, correct me if I'm wrong) 750K from investment gains next quarter. Fine, that's earnings as well, but I would like to see it as above and beyond operating earnings growth.

I'm looking at a company that is my largest holding. That after being capacity constrained for the last six months NOW suddenly realizes that they mis-judged the marketplace for the last year, because of Asia Pacific, Japan and the growth of the Internet (with flat to down US/Europe demand). I'm looking at a company that will still be capacity contrained for the next quarter (last quarter they said the problem would end by March). But they claim everything will be OK in the 3th quarter.

I'm also seeing a company that has had many execution problems in bringing new products to market over the last six months, and that has many products in the pipeline to introduce in the second half.

I'm also looking at a company that I have always thought of as one of the best run companies in the world. And I wondering if it still is.

John

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