Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 40.56

+10.3%

Nov 28 12:59 PM EST

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To: Process Boy who wrote (81714)	5/26/1999 9:05:00 PM
From: philipah	Read Replies (1) of 186894

Process Boy- That was an excellent piece on CB!! He and his "wild dogs" are concentrating on GROWING the business. The stock will inevitably follow. Intel has a very compelling story, with BILLIONS in annual sales, juicy margins, and lots of cash. How many books will AMZN sell in the year they achieve profits? Will they ever hit black ink? What's the ASP of books? $10? CB used a $10 price tag in his proforma example of low end chip volumes that produced 5 percent more of INTC sales (the equiv. of $1 Billion) That's a lot of books. I'm expecting an investor migration into INTC from profit-challenged overvalued Internet spec's. WE have a value play at this point! P p.s. Do you think Jerry Sander's tours include proletariat trains and such exhausting schedules?

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