SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Tony Viola who wrote (83982)6/20/1999 2:53:00 PM
From: Ibexx  Respond to of 186894
 
Tony,

Re. $4 billion a year revenue growth.....and IBM

Also, Intel doesn't have a CEO like Lou Gerstner who could - and wouldn't hesitate to - sell frigs to Eskimos. A blessing at the end, I think.

Ibexx




To: Tony Viola who wrote (83982)6/21/1999 12:34:00 PM
From: nihil  Respond to of 186894
 
Sticking to core business like Intel is fine when the core business is growing as fast percentagewise enough to support the P/E ratio. I always worried when Andy complained that Intel was not granted a high P/E ratio by the market. I'd much rather manage at 20 than a 30 company. But if you want to sustain a 30% growth company you've got to hump some new product if your core market grows at 18%.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News