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Technology Stocks : Intel Corporation (INTC)
INTC 34.50+2.6%Nov 21 9:30 AM EST

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To: Paul Engel who wrote (65167)9/21/1998 11:29:00 AM
From: carl a. mehr  Read Replies (1) of 186894
 
Intel Investors,
For what its worth, Jubak's picks just eliminated our competition.

investor.msn.com

The article says in part:
The top 15
For this last stage, I eliminated every company from my list with a price-to-book ratio above 2. (The average Standard & Poor's 500 stock has a price-to-book ratio of 4.) That brought the list down to 18 companies. And then, subjectively, I eliminated companies where I thought book value actually overstated the value of their assets. Here I threw out Advanced Micro Devices (AMD), Integrated Device Technology (IDTI), and National Semiconductor (NSM) because they operate in a part of the industry glutted with capacity.
Regards,
humble carl

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