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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: ajbrenner who wrote (73716)	10/2/1999 2:47:00 PM
From: tejek	Read Replies (1) \| Respond to of 1573689

AJ RE <<<<Factoring in the current risk, the company's shares should probably trade at a P/E equal to 1.5 times the company's 17% pace of earnings growth. As noted earlier, that's somewhere south of 60. No matter how good Intel management and how bullish the prospects, anything above that is all fluff.>> I think everyone on this thread would agree with the last re statements. Thanks for posting the article, aj. I thought the overall article was fair/objective re intc and did not understand why intc's stock price fell 2 1/2 pts in after hours. But that last paragraph makes it all pretty clear.....like I've posted before, currently intc makes good shorting material. What does everyone else think about the article? ted

To: ajbrenner who wrote (73716)	10/2/1999 4:07:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 1573689

aj, Just time for one reply to a part of the Barron's article: What if, for example, the competition for server chips from the likes of Sun, HewlettPackard and IBM proves fiercer than expected? HP server chips will be Intel chips, IA-64, at least after PA-RISC 8000's run out of gas (Intel foundries them anyway). Sun admits they are no match for Intel or AMD in microprocessor design. Their current flagship SPARC, that powers their top of line server, E10000, (as many as 64 in a box) runs at 450 MHz. IBM will use IA-64, and Power PC, and proprietary mainframe chips, depending on the product line. They are not even faithful to their own semi division. It's all about business and making money. They'll use IA by the millions. The Barron's article is nothing but a headline grabber. Tony