Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 33.62

-4.2%

Nov 20 3:59 PM EST

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To: Michael Bakunin who wrote (75780)	3/8/1999 5:52:00 PM
From: vince doran	Read Replies (1) of 186894

Michael: I posted my concerns about Intel's margins at ~140, but unfortunately did not sell. Those concerns were based entirely on Intel's ability to grow profits at a rate commensurate with the multiple embodied in its valuation. I would be interested in seeing your model. How much weight do you give to money-flow supply (401/IRA) supporting generally higher PE's for the foreseeable future? How do you weight Intel's continuing growth in the higher-margin space that they chase SUN/SGI etc. out of? (I do not think the AMDs will gain much ground there.) Vince holding, but weighing the alternatives. "A fanatic is someone who cannot change his mind and will not change the subject" Churchill

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