Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 50.59

+4.9%

Feb 6 9:30 AM EST

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To: Harry Landsiedel who wrote (4283)	10/15/1996 9:15:00 PM
From: Joel R. Phillips	of 186894

Harry, If a company has to sink 50% of their eps into capital expenditures, I have to think that makes a difference over the long term! Intel's franchise has nothing to do with investment in fabs, and everything to do with a monopoly on the instruction set. At a PE of 25 Intel is trading for something like 60X free cash flow. Pretty rich. CSCO at a PE of 40 is a better buy by the FCF measure, and I'm not buying CSCO. --joel

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