The Residential Real Estate Crash Index Message Board

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Strategies & Market Trends : The Residential Real Estate Crash Index

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To: Lizzie Tudor who wrote (42502)	10/4/2005 6:36:20 PM
From: Earlie	Read Replies (2) of 306849

Lizzie: Well there is no use beating a dead carcass. Suffice to say that my views are very dissimilar to yours. Certain points you make don't jibe with the facts. - "waiting for forever for a 20% fall in INTC....." It has already fallen from $28.50 in July to the current 24.41 which looks like about 14%, so the wait might not be quite that long. - "will turn into mature companies".... (from my perspective Intel has been a "mature company" for many years) "and will finance less growth" (INTC has experienced inconsequential growth for the past 4 years so "less growth" would be contracting sales/earnings which is exactly what I expect), "and their earnings will improve dramatically".... (how the heck can their earnings improve when revs fall, especially in a market where AMD is increasingly eating their lunch (even in the server market) and the end market is saturated? This statement leaves me shaking my head. Best, Earlie

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