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Technology Stocks : Intel Corporation (INTC)
INTC 46.96-2.8%Jan 16 9:30 AM EST

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To: craig crawford who wrote (61394)7/29/1998 12:09:00 PM
From: Mary Cluney  Read Replies (2) of 186894
 
Craig, >>>INTC doesn't deserve a PE like those kinds of companies.<<<

You say that with such finality. It's like what they teach at Umpire School. Whether you are right or wrong - make the call emphatically - that will give you some credibility with those that you could bully.

Instant replay however, has undermined that M.O.

So, you are certain that an 80% market share and 50 % margins in an industry (microprocessors) that could be the most important industry since the beginning of mankind is worth less than a company that owns a 50 % market share in selling sugared water.

I submit, that at best, your contention is arguable, certainly not an absolute.

Regards,

Mary

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