Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 35.10

+2.3%

3:59 PM EST

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To: Harry Landsiedel who wrote (105554)	7/13/2000 8:59:09 AM
From: Road Walker	Read Replies (1) of 186894

Good Morning Harry, Thaks for the good earnings site: bookmarked. In regards to your discussion on Intel valuation, a few things I think the street is recognizing: Y/Y earning growth has been improving. It appears that Intel is moving from mostly a PC semi company to a PC/Server semi company, which may impact net margins (higher revenue per sale probably with less SG&A). Intel Capital has given Intel the ability to "manage earnings", similar to what MSFT has had in the past with deferred revenue. Less risk. The new divisions are in hot high growth markets, when they turn profitable they should accelerate the earnings growth of the company. The PE on the S&P 500 is about 29, give or take a point. Are Intel's prospects for earnings growth almost twice as good as the average S&P company? I think so. Existing companies in the new businesses get higher PE's from investors. I hope we get more "color" (as the analysts like to say) on the new businesses on Tuesday. John

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