SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : CYRIX / NSM
NSM 18.270.0%Jul 31 5:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Paul Engel who wrote (28339)7/17/1998 1:54:00 AM
From: FJB  Read Replies (1) of 33344
 
Paul,

RE: Yep - it's a tough year, alright.

There is no doubt that Intel is outperforming every other semiconductor company on the planet on a financial basis. That being said, their six month YOY "accounting earnings" have gone from $3.6 to $2.4 which represents a decline of 33%. This is not stellar performance from an objective standpoint.

Have you noticed that Microsoft is making more than Intel now from an accounting earnings view and A LOT more from a cash flow perspective? MSFT's market cap is now about twice as large as INTC's and their cash hoard is approaching twice that of Intel's.

Nobody knows when Intel earnings will reach 1997 levels again.

Bob
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News