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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (42980)6/12/2011 6:55:29 AM
From: Madharry  Read Replies (1) of 78748
 
i dont know what the actual numbers are but I am willing to make a small wager that intel's earnings in year 5 will be less than projected by this model. i would also point out that most of the value seems to be in the disposal value of $20+ dollars which assumes that the growth of the previous 5 years somehow continues. or at least so it appears to me. now my guess is that that this model doesnt take into account that the desktop pc model is probably in decline and likely to experience sales declines in coming years, the growth areas appear to be in mobile and tablets where intel is weak. I dont think the intel of the present is the intel of the past. On top of that someone here made a very astute analysis in the past of how with tech companies you cant believe the earnings because of the impact of stock options. this model completely ignores that issue.
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