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Technology Stocks : Intel Corporation (INTC)
INTC 34.50+2.6%Nov 21 9:30 AM EST
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To: Tony Viola who wrote (54445)4/25/1998 10:25:00 AM
From: Mary Cluney  Read Replies (2) of 186894
 
Tony, >>>I'll put my 2 cents in from a system point of view,<<<

Bravo, BRAVO, BRAVO. Your mother should be very proud of you. You know something else other than baseball. How did you find time to do anything else besides watching baseball games, memorizing box scores, and reading baseball lore?

That is a very clear and concise view of what Intel is doing in the high end market - going into IBM hardware territory. Please tell us more - when you get a chance (maybe after the baseball season?).

Here I am @X&*@!^@@ (sounds like itching)all this time without really understanding why. Now I know.

Intel going forward is vastly undervalued. Especially when viewed against what they wrote in this morning's Barrons weakly diatribe(s) against this bull market - noting the "breathtakingly high P/E's on the Nasdaq.

They have a little table that show the Nasdaq composite market value of over $2 Trillion and total earnings of the 5,452 companies at $29 Billion - giving an average P/E of 67.5.

Then they took out MSFT, CSCO, and INTC and made it look worse - giving the Nasdaq a P/E of 90.7.

They never mentioned (although they showed it in the chart) that Intel has a P/E of 18.4.

Given Barron's perspective on P/E and your excellent description of Intel in the High End hardware business - I would reccommend to the people that are shorting Intel based on Tom Kurlak's understanding of Intel's technology going forward not to sleep too soundly.

Things could happen - and not necessarily in the way Tom Kurlak thinks.

Regards,

Mary
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