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

To: Fred Fahmy who wrote (64594)	7/14/1999 8:51:00 PM
From: benwood	Read Replies (4) \| Respond to of 132070

Just for fun I computed the compounded annual growth rates for INTC: Last 5 years, 28% as you said. Last 4 years, 22% Last 3 years, 16% Last 2 years, 8%. Assuming they make the 2.25 this year. The growth appears to be flattening substantially.

To: Fred Fahmy who wrote (64594)	7/14/1999 9:00:00 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 132070

>>P.S. MU is completely out of control, again. Unbelievable.<< fred, similar forces that support mu are at work w/ intel, imho. of course, the magnitude of said forces are many times greater on the mu bowser. mu isn't a stock, it is a casino...

To: Fred Fahmy who wrote (64594)	7/14/1999 11:27:00 PM
From: PaperChase	Read Replies (1) \| Respond to of 132070

Fred, haven't you heard? Those Intel numbers were a complete disaster. <G> Based on the negative outlook spewed forth LAST year on this thread, Intel earnings and sales on a year over year basis should be severely down at this time. Of course, this hasn't happened. The bears aren't even close to being right on this issue yet they won't yield. I think the bears are spending way too much time determining market demand by walking thru CompUSA :-(

To: Fred Fahmy who wrote (64594)	7/15/1999 8:28:00 AM
From: gnuman	Respond to of 132070

"Freddy the Flamer" <g> (That you Fred?) Re: < Intel's biggest problem is that they had an exceptional 1997> How'd you get that rep on this thread? <g> Regarding Intel's "exceptional 1997". How did you reach that conclusion? Look's like 1997 was trending down from the prior two years both in terms of YOY revenue and EPS growth. What you probably meant was Intel's biggest problem is that they had an exceptionally poor 1998. <g> As for 1999, I tend to believe their guidance that Q3 will be slightly up. To me the clue is the 400 million accounted for in the "All Other" category. Still trying to figure out exactly what that means to Q3, but it looks to me like they recognized "Sales to" disti in Q2, while "Sales out" will occur in Q3. How much impact does that have on Q3? If Q3 turns out to be say, $6.8 billion, the first three quarters total around $20.5 Billion. If true, they'll need about $8 billion in Q4 to reach latest consensus. Even with that, YOY revenue growth is less than 7%. I think the margins are great, but you have to have revenue growth for these kind's of valuations. Just my opinions of course.