Ken, >>>Also saying LSI will give investors higher
earnings later on, but liked INTC the best.<<<
What did he mean by that?
1. That INTC will give its investors a higher return in the short term, but LSI would surpass that, percentage-wise over a longer period? So, in other words, you get a quick return from INTC, while LSI lags, then LSI crosses over INTC later, to give a higher overall return?
or
2. He just thinks Intel is a better overall company and its stock will always do well.
or
3. Did he just mean earnings in the context of EPS, rather than ROI from buying the respective stocks?
or
4. None of the above.
Thanks.
Second response to your post:
>>>It always amazes me how lagging most analysts are in rating stocks, as LSI has
already gone through it's downturn, and here INTC is right at the top!<<<
No mystery here. He's right. Intel executes, executes, executes against their plan for their product, which is the most important hardware product in Information Technology today. LSI tries hard to execute, but their product is only marginally important today. How else can you explain a company like AMD having such a run in their stock other than the fact that their product is like that of Intel?
Tony |
