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To: jmac who wrote (89261)10/2/1999 2:41:00 PM
From: Ken Bobey  Respond to of 186894
 
Right on. The Barron's article is actually quite positive. Great summary of the INTC strategy. The "look at the numbers" at the end is very dubious - of course there are business risks (duh).

The root issue here is that Barron's used an extremely low growth estimate for their analysis. Why? If I re-work the analysis using a realistic number I get $85 per share as fair value. With the upside potential for Q3/Q4 that gives us a shot at $100 by year-end.



To: jmac who wrote (89261)10/3/1999 1:41:00 AM
From: 16yearcycle  Read Replies (2) | Respond to of 186894
 
There was a glowing article on Qcom in a February issue of Barrons, but the comments were by an analyst not a staff writer. But other than that one example, I can't recall a fair article either, and I have read every issue for 15 years.

It really is time to bombard those jerks with e-mails expressing displeasure with their reporting and editorial comments. I hope some of you will fire off a note. Ask yourselves, who has a worse record than Barrons?


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