MSFT Internet Explorer vs. NSCP Navigator Message Board

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Technology Stocks : MSFT Internet Explorer vs. NSCP Navigator

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To: Gerald R. Lampton who wrote (2762)	11/7/1996 12:30:00 AM
From: damniseedemons	of 24154

>On a cyclical stock at the peak of its cycle the PE SHOULD be low. This is true (in many (but not all) cases...for a highly cyclical stock, which INTC is not. Computer demand is growing at a very healthy rate throughout the ENTIRE WORLD. And (especially with the falling prices), we're going to have to be in a major depression to see a significant decrease in PC sales. That, or the NC is going to have to ramp up sharply. Both scenarios are unlikely. The cyclicality that INTC faces is with its industry...which is now appearing to be at the BOTTOM of a cyclical downturn. Of course, INTC isn't even that sensitive to its own industry either. Don't get me wrong, there is a cyclicality to INTC, but I don't think it's too significant. Even so, we are still FAR from the peak. Sorry Jerry, but I totally disagree with you here. In the 80s, the world wasn't nearly as computer-dependant as it is today.

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