Stock Attack II - A Complete Analysis Message Board

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Strategies & Market Trends : Stock Attack II - A Complete Analysis

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To: Paul Shread who wrote (21817)	10/17/2001 1:48:12 PM
From: Arik T.G.	Read Replies (2) of 52237

Intel is one of the few stocks on which I have a strong FA opinion to share. It's been a couple of years that I failed to understand valuation given by the market to this company. To me it was obvious that the core business (CPUs), although it could keep growing in unit shipments, has a serious problem of price per unit (PPU), and therefore gross margins of '98-'00 are not sustainable. The fullest price I could bring myself to think of for INTC BEFORE Sep 11th was $17 a share. Now that they foresee $6.2B revs for Q4 even that price seems bloated. ATG

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