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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: WTSherman who wrote (84009)	6/20/1999 9:57:00 PM
From: kapkan4u	Respond to of 186894

<WT - re: I don't know what on earth F and GM have to do with INTC, but, the reason they sell for such low PE's is that they have very low, long term growth rates> <Jay - Isn't that what's happening at Intel?> Kap.

To: WTSherman who wrote (84009)	6/20/1999 9:58:00 PM
From: Jay	Respond to of 186894

Re GM/Ford vs INTC The industry groups are indeed quite different. But other than the debt - aren't many of the other problems similar to those facing INTC now?

To: WTSherman who wrote (84009)	6/20/1999 10:01:00 PM
From: KHS	Read Replies (1) \| Respond to of 186894

Business entity puts bid out for 500 PC's. Between 2 vendors bidding PC's with Intel processors. They select brand A. Intel wins. They select brand B. Intel wins. When someone buys a Ford, does GM win also?

To: WTSherman who wrote (84009)	6/20/1999 11:31:00 PM
From: Jim McMannis	Respond to of 186894

RE:"I don't know what on earth F and GM have to do with INTC, but, the reason they sell for such low PE's is that they have very low, long term growth rates, they are highly cyclical business' and they do not have much cost elasticity(they cannot shrink their costs at nearly the rate that their sales go down in a recession). Lastly, they both have very large debt."... Amen. What do they have to do with Intel? Let's hope Intel doesn't use GM as a model. Jim