Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 40.03

-1.3%

Dec 1 3:59 PM EST

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To: Elmer who wrote (123950)	1/1/2001 3:03:18 PM
From: Harry Landsiedel	Read Replies (3) of 186894

Elmer. Re: I wonder if value investors will start catching on at these price levels?" Absolutely. As you point out, Intel's fundamentals are outstanding. It's weakness as a stock is its low predictability of earnings. According to Valueline, Intel is in the 65th percentile. (MSFT is in the 85th and CSCO is in the 90th.) The secret to owning Intel is to BUY when everyone else is selling and (if you're a mind to) SELL when everyone else is buying. Some value investors wait until the stocks drops 50% from its high before investing and Intel fits the bill right now. Another way to look at it is to buy at the low PE, which has averaged 17 over the last five years. If $1.50 is next year's consensus, that puts an entry price at $26. I have used this strategy in the past and it has worked quite well. Thanx for the name of the book. If you're interested in other books about Buffett's investment style, let me know, there are a couple I could suggest. HL

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