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Technology Stocks : Intel Corporation (INTC)
INTC 45.51+10.7%Jan 9 9:30 AM EST
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To: Mark Brophy who wrote (3449)9/19/1996 10:41:00 AM
From: Paul Chiu   of 186894
 
Sorry Mark,

Cisco might have grown 80%, as you said for the last 5 years, per annum. But estimates for the next 3 is more like 34% (IBES), it's P/E is 42. Intel's growth estimate is 19, its P/E is now 22. Simple valuation based on these numbers shows Intel is perhaps less rich between the two. I would only add to my Cisco position if they continue their acquisition binge using its rich stock as cash.

I look for Cisco to underperform vs. Intel in 97, but not by much, perhaps like 96. (Cisco 67% YTD vs. Intel 70% YTD)
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