Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 47.14

-6.1%

Feb 10 3:59 PM EST

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To: Jules B. Garfunkel who wrote (9854)	2/2/1997 12:15:00 AM
From: Anthony Mascarenhas	of 186894

Jules, <<Is there anyone on this thread, who also owns IBM, who can help defend them here?>> I don't own IBM, but I think it has the following factors going for it. 1. A lot of knowlege within the company (especially its R&D) 2. A strategy of transforming itself to a services/solutions company 3. The emergence of Internet and the ability for it to use its mainfraimes (JAVA) as large servers 4. A very low PE <10 and a growth 5. 8 billion in cash But then again all this has nothing to do with the short term fluctuations of the stock price. And all of this may turn out to be nothing in the long term. regards Anthony

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