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Technology Stocks : Intel Corporation (INTC)

INTC 47.14

-6.1%

3:59 PM EST

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To: Paul Engel who wrote (30197)	8/25/1997 2:34:00 PM
From: Petz	of 186894

Paul, RE:<<Why aren't you bothered by these AMD numbers?>> I'm sure you know that its the PE on future earnings that matters. Right now analysts are expecting $1.02 for '97 and $2.65 for '98. For INTC, the numbers are $4.01 and $4.79. The higher growth rate for AMD justifies a higher PE. From AMD we can certainly expect greater than 25% earnings growth per year until market share becomes 25%. I think it will be possible for INTEL to manage 20% growth in sales past '98, but only by diversifying into areas where it is not the #1 player, therefore earnings growth may be limited to 15% or so. By the end of the year, the market will value AMD with the same PE on '98 estimates as INTEL, which will result in a stock price of about half of INTELS (INTEL=120, AMD=60 for example) BTW, Paul, do you know who the Intel spokesman is who responded to an earlier post of mine on this thread? Have you ever seen this before? Petz

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