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Technology Stocks : Intel Corporation (INTC)
INTC 47.14-6.1%3:59 PM EST
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To: IQBAL LATIF who wrote (23430)5/31/1997 12:47:00 PM
From: Fred Fahmy   of 186894
 
IQBAL,

INTC at $200 is not hype but very reasonable based on P/E of 25 and earnings of $8.00. I haven't seen a single estimate below $8.00 have you??

As for the short term game, I will not gamble with INTC. I have done extremely well with a buy and hold strategy on this stock. Sure it may go down to 140 or even 130's but then again, it might not. Buy on dips and hold is my long term strategy for INTC. IMO, you can't lose with that strategy on this stock. Short term you can easily win or lose.

<Why don't you compare the lower expectations with the 97 first quarter.>

Two reasons. First, year to year growth is what I think is important for assessing overal growth of a company. Q2 is seasonally soft for many tech companies. Second, there is a good reason for this particular sequential drop, i.e. product transition. If Q3 and Q4 are also sequentially lower then I will be concerned.

<INTC hype of 200$ is primarily based on kind of growth INTC has
shown over previous quarters, quarter after quarter after quarter...>

Actually, most companies that grow quarter after quarter after quarter are afforded much higher P/E's than INTC's current P/E. In fact, these stocks usually have trailing P/E's in the 30's and 40's. In my opinion INTC remains undervalued in absolute terms and clearly so relative to other semi stocks.

Short term is a gamble. Long term is a no-brainer.

FF
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