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Technology Stocks : Intel Corporation (INTC)
INTC 37.28-0.6%Dec 16 3:59 PM EST
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To: semiconeng who wrote (145727)10/19/2001 4:26:53 PM
From: Road Walker  Read Replies (2) of 186894
 
Semi,

re: I guess it just depends on a person's point of view.

There is a disconnect between an investors perspective and an employee's perspective. One of my (investor perspective) valuation measures is revenue per employee and profit dollars per employee. Intel has traditionally been slow to react to a down cycle on that measure.

If you believe in the 80/20 rule, then there is a lot of dead weight that can be cut, lowering costs, and maintaining cash flow with which to hire folks when good times return. I understand that these are real people with real families, capitalism can be cold hearted.

Productivity seems to have fallen out of favor as a valuation measure, but I think it is still valid. Essentially, Intel is worth what semiconeng produces in net profit dollars, over and above what you cost the stockholder.

John
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