Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 40.51

-7.4%

Dec 4 3:59 PM EST

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To: Paul Engel who wrote (105464)	7/11/2000 2:36:51 PM
From: Harry Landsiedel	Read Replies (1) of 186894

Paul Engel. Re: "Good analysis. Intel is expanding their markets into the high end while maintaining their lower end business." I agree. That's why I question the validity of Barrett's "15%-20%" growth rate announced in the Maria interview. All these initiatives would suggest a higher growth rate. Barrett has always seemed to me to be a very straight shooter and Intel has tended to be conservative and say nothing if the future was cloudy. Thus I wonder why he would say anything if the future growth rate was uncertain, due to the new initiatives. The stock is currently priced to grow by at least 25% for the forseeable future IMHO and were all in for a heck of a tumble if the cycke turns and the company disappoints. I am surprised that there has not been more discussion of this issue of valuation/growth rate. Has some complacency crept into the thread? What do your think? HL

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