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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: PaperChase who wrote (64532)	7/14/1999 12:32:00 AM
From: PaperChase	Read Replies (2) \| Respond to of 132070

Bear versus Bull about Intel. Bearish Post: Message 10494224 Bullish Post: Message 10495495 Why is it the bears can't seem to find the good things Fred mentions in his post? Careful where you get your info, you could end up holding some worthless puts.

To: PaperChase who wrote (64532)	7/14/1999 1:02:00 AM
From: Simba	Read Replies (1) \| Respond to of 132070

PaperChase: Look at wsrn.com While EPS and sales have grown about 30% from 1996 to last 12 months that too with dip in-between, the stock price for INTC has gone up by 300 % in the same period. This is the past and the future looks bleaker. This stock should be trading in the high 30s.

To: PaperChase who wrote (64532)	7/14/1999 9:05:00 AM
From: gnuman	Read Replies (2) \| Respond to of 132070

PC, re: (It is not fair to look at just one quarter.) Is it fair to just look at just six months? How about annual growth rates? If I look at YOY % revenue growth since 1994 I get: 1994 15.6% 1995 43% 1996 28.6% 1997 20.3% 1998 6.6% 1999* 6.6% * Estimated FY'99 revenues at $28.5 Million

To: PaperChase who wrote (64532)	7/14/1999 10:09:00 AM
From: Knighty Tin	Respond to of 132070

PC, That is why touty cos put out press releases, to keep the ignorati from looking at the man behind the curtain. I did all the comparisons in my note to all above. Everything since December 31 is straight down on a sequential basis. There has been no eps growth at this firm since 1997. True, they had a truly awful 2Q last year, but they have much tougher yoy comparisons coming up. Full year, we will see Intel flat to up or down 5% again, third year in a row. No growth and the monopoly is dissolving. I am truly sorry you cannot read the #s without me or Fleck helping you or the co. spoon feeding selected ones to you. <g>

To: PaperChase who wrote (64532)	7/14/1999 10:26:00 AM
From: Les H	Read Replies (1) \| Respond to of 132070

stockmaster.com That year over year growth is due to the trough last summer when the PC industry had an "inventory correction", i.e., Compaq's prior stumble. Otherwise, the eps growth is 11 percent in two years for the same quarter. The recovery will slow by next year to 16 percent growth in annual eps according to First Call. There may be more long trades in the stock by year end, but the stock will be looking forward by year end to a seasonal slowdown and normalization of growth to historical trend of 15-18 percent.