Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 46.48

-3.6%

Feb 12 3:59 PM EST

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To: Lan Gao who wrote (2926)	8/15/1996 2:55:00 PM
From: Andrew Chow	of 186894

>I am still long Intc, but have turned less bullish based on 1. recent price performance, seems can't sustain its momentum;2. compared with Dell (1.15/shr and no 3Q growth warning, still at 60), Intc looks a bit pricy and toppy. Any comments appreciated. I'm less bullish on INTC too. We've had a good run on flat earnings because IMO the market has (probably correctly) priced in decent 4Q 96 & 1Q 97 earnings. That leaves us with a little downside in the next 6 months if things don't turn out so rosy. DELL is no laggard either though, so a swap from INTC into DELL is no layup. Of course I could be baised against DELL since I sold mine WAY too early.

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