Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 50.59

+4.9%

Feb 6 4:00 PM EST

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To: Harry Landsiedel who wrote (4286)	10/15/1996 8:41:00 PM
From: Steve Della Rocchetta	of 186894

Harry, Good point. Let me try a lighthearted response. I drink coke everyday. I use my pentium everyday. I replace my coke supply about every month. Its a habit. I also replace my computer but only every 3 years or so. This is also turning into a habit. A computer costs about $2,500. A six-pack of coke costs $2.50. 80M PC's sell every year. A billion people in 200 countries drink coke everyday and only god knows how many cans that is. If you ask me, the Intel market cap makes sense with Coke's as they continue to take share from Pepsi worldwide. In fact it is a similar growth story and has the numbers to prove it. Coke also gets a premium because in down economic times, people still buy and drink Coke, one can at a time. Don't get me wrong on all this, I just think that it is not a slam dunk that Intel going to 150-200 tomorrow. Next week maybe but not tomorrow. 50% of all PC's sell in the 4th quarter. What if the sell through is 5% less than everyone expects. What then? I hold the stock and will continue to hold it. Selling some when everyone loves it and buying some when everyone hates it. Steve

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