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Technology Stocks : Intel Corporation (INTC)
INTC 36.78+2.7%Nov 26 3:59 PM EST

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To: Larry Loeb who wrote (55611)5/15/1998 5:05:00 PM
From: Mary Cluney  Read Replies (4) of 186894
 
Larry,>>>Kurlak's comments only effect the stock in the short term.<<<

There is one reason why Intel is not selling at a decent multiple - and that is Tom Kurlak. Why Motorola is selling at a P/E of ~34 and why Intel is selling at discount to the S&P is otherwise incomprehensible.

People are pouring money into the stock market and they are putting money into some real high flyers - and here is this terrific company (a real franchise with real products, real profits, very little competition) selling at discount to the S&P. How much of this money is being scared away by Kurlak. Just today, Intel loses more than $6 Billion dollars from market cap solely due to Kurlak. How many dollars has he driven away before this?

Don't give me this historical bs. Kurlak has been doing this for quite some time - only he is now very effective in what he is doing.

>>>This is great for buyers, neutral for holders, and bad for sellers.<<<

This is too pollyannaish for me. This guy is killing our investment now and as far as I can see into the future.

Mary
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