Mary, >>>Kurlak warns again today<<<
FWIW, there was a guy on CNBC today, about 8:30 EDT, that immediately disagreed with Kurlak (a lot of people doing that lately). He wasn't that well known (Fitzgerald, of a same-name company?). He's looking for $120 on the stock within 12 months. His one stated reason for bullishness on Intel (he must have others): Y2K. Says there are bazillions of embedded microcontrollers everywhere, in medical, power, and all other kinds of industrial controllers that aren't compliant. The cheapest solution will be to replace them. He assumes Intel will get tons of business from this (Strongarm?)
Now if this guy, et al, can get the street behind Y2K problem solutions, and share in growth of the Internet (Xeon based servers) as propellants to Intel stock, we'll have THE right buzzwords going forward! PE >30 (would be nice).
Tony |
