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


To: Skeeter Bug who wrote (64614)7/15/1999 11:40:00 AM
From: Don Lloyd  Read Replies (2) | Respond to of 132070
 
All,

DB 11:30 GOLDMAN'S COHEN SAYS Q2 PROFITS LOOK 'VERY STRONG', INFLATION 'FAVORABLE'.
DB 11:30 GOLDMAN'S COHEN SAYS SHE'LL RAISE TARGET IN NEXT FEW WEEKS.
DB 11:29 COHEN'S CURRENT DOW TARGET IS 10,300.
DB 11:29 GOLDMAN'S COHEN TELLS CNBC SHE PLANS TO RAISE STOCK MARKET TARGET.
DB 11:27 ABBY COHEN OF GOLDMAN SACHS SAYS GOOD VALUE IN SMALL CAP STOCKS.All
DB 11:25 ABBY COHEN OF GOLDMAN SACHS SAYS TECH, FINANCIAL SVS INDUSTRIES HAVE BEST POTENTIAL.

Regards, Don



To: Skeeter Bug who wrote (64614)7/15/1999 6:33:00 PM
From: Fred Fahmy  Respond to of 132070
 
Skeete,

Just to be clear, I think Intel's longer term growth rate will be 20-25% which is excellent for a company the size of INTC. Even at a 20% growth rate, I find a P/E around 30 very reasonable given Intel's future prospects and their dominance in such a key sector of the economy. What I consider overvalued are companies like Coke or GE which are growing EPS in the low teens and yet command much higher premiums than INTC.

FF