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Technology Stocks : Intel Corporation (INTC)
INTC 48.23+2.3%Feb 11 3:59 PM EST

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To: Anthony Mascarenhas who wrote (5092)11/11/1996 11:14:00 PM
From: Harry Landsiedel   of 186894
 
Good point. But a tough one to make a judgement on. MO gets at least 50% of its earnings from tobacco, clearly a big unknown right now.

GE is well diversified but doesn't have an average 80% share in all its businesses and certainly doesn't have a 55%+ gross margin. GM suffers from a mature market and falling share. Exxon also has a mature market and lacks pricing power.

Those are just a few examples. It's hard to "adjust for risk" 'cause every company has different ones.

BTW you raised a question about Intel's revenue growth going forward. Have you been following the thread on the comments? What do you think now?

HL
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