Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 41.41

+2.2%

Dec 5 9:30 AM EST

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To: Ali Chen who wrote (64053)	9/7/1998 1:27:00 AM
From: nihil	Read Replies (2) of 186894

RE: Intel borrowing ... I think it already has a shelf-registration for borrowing. As long as it is making profits (and paying taxes) borrowing makes all kinds of sense, especially if it is borrowing to buy stock back or make useful acquisitions. I would prefer a huge issue of convertibles with a high conversion price and a low interest rate. If things get a little worse at AMD (which I don't really expect although it may have trouble with its debt indentures if it reports a big loss for Q3) then Intel could make a friendly offer to rescue them (FTC and DOJ could approve under the "failing company" doctrine). Intel can have my AMD stock at anything above book. Don't think anyone else in the business is in a position to help (except IBM, but they may have to rescue Motorola). Compaq would be a candidate, but timing is wrong. Already has indecgestion. Someone should pick up IDT. There should be a huge shakeup in semis and semiequips. All it takes is guts, money, and a five-year horizon.

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