Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

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

To: Dan3 who wrote (89260)	10/2/1999 1:13:00 PM
From: jmac	Read Replies (1) \| Respond to of 186894

Intel's earnings growth has been pretty flat for a while now. Now, I believe the growth rate has room for growth. I think they are a day late and a dollar short (maybe millions short and there you find the reason for the article).

To: Dan3 who wrote (89260)	10/3/1999 8:54:00 AM
From: Joseph Pareti	Respond to of 186894

>Amazon etc. do not have flattening >growth curves at this point. sure, maybe measured in terms of eye-balls or mouse-clicks. What is AMZN P/E, P/E/growth ? If Intc were, for sake of argument, worth 60 bucks what would be a "fair" price for AMZN. More fundamentally, what keeps striking me is, even a respected source like "the Barrons" is obviously on the BS band-wagon ... Look, I am not here to tell you guys I know it all in the semis biz, because I don't. I do benchmarks on Alpha for a living, but I have the "IA-64 developers' guide" on my desk ... Most of all I have the common sense of listening to those I believe ARE the pundits, like Paul and Craig B. And if you wanna talk fluff, again there's LOTTA FLUFF : from the Marias to the Fleckensteins ... from the Drews to the Danny_boys ... "The evil that Kurlak does lives after him, the good is oft interred with their bones" [my adaption of Julius Caesar, with Shakespeare's compliments]