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Politics : Ask Michael Burke
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To: mishedlo who wrote (88481)1/14/2001 1:01:37 PM
From: ild  Read Replies (3) of 132070
 
Mike, INTC P/E is 20 ONLY because of Intel Capital gains which are history now. Without those gains INTC P/E is over 30. INTC gross margins must have shrunk because of competition. Capital expenses are on the rise. P4 is extremely expensive to manufacture. No tax write-off on employee stock options.
AMD has P/E of 7. INTC deserves 15 which translates to share price below $15.
INTC will have to guide lower.
That's all very negative, but will it result in lower stock price?

But I agree with you that "Even when you are right, if everyone else is wrong, you are wrong"
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