Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 48.92

+0.4%

11:49 AM EST

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To: Proud_Infidel who wrote (182410)	10/19/2005 8:30:35 AM
From: robert b furman	Read Replies (3) of 186894

Hi Brian, Amazing how EXCELLENT earnings get down trodden by a general market selloff,that leads us into the quiet flatline part of a decline as we ride on many index 200 moving averages. The last two quarters have had delayed upmoves after a majority of earnings have confirmed that profitability is alive and well. The markets are displaying a "SHOW ME" attitude. I think this delay is an opportunity for many to buy great profitable stocks at a very reasonable multiple. I still say they need to get their options gifting habits under control (as in no longer diluting the investors stake),and these companies will suddenly emerge from the funk that has put on them by spin doctors of the media. It is hard to keep an independent perspective and there is a reason all the noise is aimed at suppressing what would otherwise be called a national treasure in Intel. That being accumulation by the retail houses IMO Intel always low balls future erevenue and tightens at midpoint.I think 63% margin guidance is a high class worry to have.Their fabs are several generations ahead of AMD and they have at best small volume niches compared to the big picture. Small volume server chips are a niche that can be done by AMD - what AMD can't do is build 5-6 300mm fabs and put them to work at .45 and.65 linewidths. There is a huge buying opportunity out there in many stocks,and I think the window of opportunity will be gone in the next 1-8 trading days. Bob

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