Intel Corporation (INTC) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC)

INTC 47.96

+1.7%

10:57 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: A. Fineigler who wrote (26688)	7/15/1997 11:45:00 PM
From: Barry A. Watzman	of 186894

>re:It's not a popular idea, especially on this thread, but I think Intel is one of the riskier investments now due to the competitive landscape changing. I would agree with you EXCEPT for the fact that the P/E is so low. From Yahoo, MSFT's PE is 60.5, Texas Inst. is 650 (working off a losing quarter within past year, I think), Dell is 41.65, CPQ is 25.5, Intel is 22.56 but really 21.2 since they don't have today's quarter in yet. These are all trailing, based on prev. four quarters, it's really much lower than that if you use any kind of reasonable projection, even the pessimists expect $4.00 for FY 97 with $2.02 in the first six months and the best part of the year ahead of them. AMD and Cyrix have neither the fab capacity nor are they having the kind of first tier marketing success that would make a meaningful dent in Intel -- which is not to say that the market share that they do achieve may not be enought to make their business much more successful.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next