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Technology Stocks : Intel Corporation (INTC)
INTC 34.09-1.8%10:56 AM EST
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To: Mary Cluney who wrote (51476)3/28/1998 12:56:00 AM
From: TTOSBT  Read Replies (2) of 186894
 
Mar_ry! Mar_ry! Mar_ry, You make me wanna sit in the stands and cheer.

DiMaggio and Williams are who I heard about, Mantle and Yastremski were who I saw and if Barrett is a Mantle (without the weak legs) we will not only see what Mantle was, but also what he could have been.

Re: "He will turn in earnings of $5 per share and Wall Street will reward him with a PE of 25."

That is were my gut feeling comes in. Intel should command a PE of 25-30 when Compaq, IBM and HWP become what Dell is i.e. the channel.

This will probably help Intel (along with Windows98). I dont think Intel's market share was hurt by competition as much as by it's business partners. I.E. It's competition having a superior product. I think Compaq, IBM and HWP were sore at what Intel does for Dell in the way of pricing.

I may not know what I'm talking about here but it's snidbits of what I read here and there that gives me those impressions. Along with the feeling that TV'S, cars, phones, a good home and now the PC is what Americans desire. And the more bells and whistles that are thrown at us the more we like it. The newest latest and greatest is still with us and Intel knows this.

Thanks for this opportunity

TTOSBT
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