Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 43.49

0.0%

10:50 AM EST

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To: Paul Engel who wrote (26237)	7/12/1997 9:16:00 AM
From: Larry Brew	of 186894

Paul, I've been reading this thread awhile, but remained inactive as little information seems to be retrieved based on relavent corporate information. As Intel is my major stock holding, it will play a big part in my ability to stay in early retirement from Texas Instruments. I vision these 2 semis as the dominent players beyond 2000. I do see a contridiction in the forcast of Intel's announcement comming this Tuesday. Compact and Dell seem to be storming off into the future with very positive releases. Can this really happen without Intel following suit? I know start up costs of the new .25U fabs run about $1b a pop, but only Intc and Txn are capable of this feat, to my knowledge, from cash flow. This will position them above all others in the industry. Using foundrys as Cyrex does can't cut the mustard. If investors are so short sighted as to trigger from short term earnings of intel, I see more great buying opportunities. How Msft can run P/E's > 40 and Intc around 20 just blows my mind. Of course theres not much room for damage left up there. T.I. pretty much sucked it dry? Regards, Larry

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