INTC Message Board - Msg: 3209071

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Technology Stocks : INTC

INTC 40.16

-2.9%

Oct 30 3:59 PM EDT

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To: Harry Landsiedel who wrote (834)	1/20/1998 9:32:00 AM
From: Jules B. Garfunkel	Read Replies (2) of 990

Harry, Thank you for your welcoming me back and for your kind remarks. What gets me is that sell side brokerage analysts seem to be measuring the price evaluation of IBM and INTC using two different measuring sticks. The ruler for IBM only looks at the short term effect of large stock backs, significant lowering of tax rates, and the reductiion of R & D costs so as to make IBM's earnings estimates. At the same time other analysts from the same brokerage firms are critical of Intel and myopic in their failure to see further out beyond the next quarter. I continue to buy long term INTC Calls using the procedes from sales of long term IBM naked Calls. However, I do not recommend this stategy for everyone. As always, I reserve the right to change my mind, or to be completely wrong in my opinions. Regards, Jules

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