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

To: Paul Engel who wrote (84987)	7/6/1999 3:46:00 PM
From: Mary Cluney	Read Replies (1) \| Respond to of 186894

Paul,>>>He will be RIGHT no matter what.<<< Let's assume Dan is right. Intel earns 51 cents on $6.750 Billion in sales 2Q. 2Q 1998 2Q 1999 %ch Revenues 5927 6750 +14 Earnings .33 .51 +54 1H 1998 1H 1999 %ch Revenues 11927 13853 +16 Earnings .69 1.08 +56 So what if he is right. Why should we let him make a value judgement that Intel deserves a lower PE ratio. Who in h*** is Dan Niles. Regards, Mary

To: Paul Engel who wrote (84987)	7/7/1999 3:51:00 PM
From: jan rea	Read Replies (2) \| Respond to of 186894

Paul, I have been a lurker on this thread for about a year and appreciate the great info and discussion provided here. At times I have considered selling Intel on negative news but the info here has provided me with a good view to the future and thankfully I've stayed fully invested. However, two months ago, based on my concerns of an overheated tech market, I sold half my Intel above $63.00 to take some profits off the table. Intel at $50.00 a few weeks ago was to good to pass up on so I jumped back in. I wasn't expecting a bargain until well into the summer. I believe there is short term merit to Niles' sell recommendation. Once Intel reports 2Q earnings, which I expect to be good, the price is likely to continue up for a bit and then most likely will come down again in the usual summer downturn. I am not much of a trader but will sell half again if there is a significant price run up and will buy back again in a slump. Intel's a great company and I will hold a long position unless the fundamentals change. Thanks for all the great info you post here. Jan