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Strategies & Market Trends : Value Investing

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To: TimbaBear who wrote (15220)	8/17/2002 9:21:59 AM
From: j g cordes	Read Replies (1) of 78748

Timba, enjoyed your Intel analysis.. although I was surprized to find terms like "smell" and sainthood in the summary. The only thing missing for me, is price evaluation? Given your analysis of its stock options and accounting, at what price is Intel an agressive buy, at what price is it fairly valued, at what price is it over valued and given the current environment it competes in..what are its long term prospects as an investment within that envelope of possibilities? This seems to be as much a commentary on speculators and insiders taking profits? If that's so I'd suggest you construct two columns of numbers to support that thesis.. the first column current valuations and the second identical column with stock option payouts plowed back into the company (or never taken out, or lets just say left as cash at CD rates).. what would be the stock price be? To make the stock options argument this would be a better course of reasoning. Jim

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