Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 50.59

+4.9%

Feb 6 9:30 AM EST

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To: Jim Patterson who wrote (36121)	10/15/1997 10:08:00 PM
From: Fred Fahmy	of 186894

Re: Estimates That's the beauty. I don't believe for one minute the 1998 estimates. Finally, the analysts are giving Intel breathing room to impressively beat estimates. <Is a company with Falling Margins that historicaly traded at 15 times earnings worth 24 ?> Why should INTC trade at historical levels when the entire market is trading at higher that traditional mutliples. In addition, I think historical P/E's for INTC were artificially low because the Street couldn't (and many still can't) understand the difference between a commodity chip producer like MU and the worlds leading most important semi-conductor company. Can you name one other company on the face of the earth that could have such a huge impact on the global economy/society if they stopped producing their products? INTC is irreplaceable if not from a product view point, from a capacity view point. Certainly this justifies a premium to other semi conductor companies. As it is, INTC was trading at a discount to the average semi company before it dropped from the mid 90's. FF

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