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Strategies & Market Trends : Zeev's Turnips - No Politics
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To: Zeev Hed who wrote (7853)11/25/2001 2:51:15 PM
From: t2  Read Replies (2) of 99280
 
Oops.
I ended up going from the EPS and working my way to Net Income before charges by using the wrong number for the share count.

Bottom line for me is always the question:
What is expected and what will be delivered. In the current environment in which there is just so much negativity on this industry, I have taken the position that there is significant room for a surprise from Intel OR least the traders will play it that way. I am not really that bullish on the PC stocks..there will be lots of international competition along the way. There is just very little competition for Intel and every PC needs a CPU and other chips. That is why I like the semis a lot.

I don't see EPS anything less than the upper range of analyst numbers of about 13cents. It may not be enough for a sustained move higher if one's expectation of a sustained economic rebound are not there. About margins..Intel's 1 point increase in margins from September has to be viewed as conservative given how they guided for flat demand...even though their data points suggested seasonal uptick.

Like I stated, the trading in Intel (relative to Soxx recently)tells me lots of investors/traders may be thinking along the same lines. That is what I had anticipated, basically from the September lows...just do not see the need to unload it yet...at least until there are more converts to the recovery in the economy or in the PC biz or the stock starts approaching 34-35.
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