Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 37.89

-0.1%

Nov 12 3:59 PM EST

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To: Jeff Fox who wrote (41616)	12/5/1997 10:00:00 PM
From: Jay	Read Replies (1) of 186894

Jeff Re: "I think its time to listen to the company and bank it." I agree on the bank it - and have invested a lot of my hard-earned money in it. I guess people are only complaining about the "listen" part. If we step back from the the quarterly paranoia about earnings - in many ways the company is in a very favorable situation now. With component prices falling like knives :) we may see PII-300s at well below $2k soon. I think when the PC first came out Intel made $25-50 on a $5000 PC, I bet on the fact that Intel will be making >$500 on a $1700 PC. So we get the best of both worlds - a PC market growing at > 20% a year, and an Intel content increasing at 5-10% a year for a total growth rate of ~30%. I don't know if my assumptions were wrong. I hope they aren't - so far they seem to be JB

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