Intel Corporation (INTC) Message Board

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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 10:46:00 AM
From: Ibexx	of 186894

I have both INTC and CSCO, constituting 30% and 20% of my total investment. I think CSCO is far more vulnerable from this point on--not only the lofty P/E multiple, but the lack of a truly dominant technical position. In short, INTC has a monopoly whereas CSCO has work hard to fend off brilliant, more agile competitors such as FORE and CSCC. Do not bet all your$$$ on Ciscos: this stock should be partly in the core holding and partly used as a trading vehicle. Ibexx PS: got in INTC at $11 in 1990, split adjusted. An 8-bagger in 6 years is nothing to be ashamed about.

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