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

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To: Harry Landsiedel who wrote (5112)11/12/1996 12:48:00 AM
From: Anthony Mascarenhas   of 186894
 
<< But a tough one to make a judgement on >>
I agree. Although Intel has a single point of failure.

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

Clearly this argues for less risk?

The point is not to diminish the value of Intel's earnings (It is just
great!!).

As for the sustainability of earnings, When will Intel meet with
analysts. I have a tendency to give a great deal of weight to their
projections (even though conservative).

regards

Anthony
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