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: Barry Grossman who wrote (92665)	11/17/1999 4:47:00 AM
From: Mary Cluney	Read Replies (1) \| Respond to of 186894

Barry, >>>Anyone else see the interview?<<< I did and I felt pretty much the same way you feel. Intel is positioning itself as well, if not much better than any other company to take advantage of the Internet economy. Intel's strategy is much more coherent and synergistic than Cisco, Lucent, AT&T or even MSFT. If you take out chances because of luck, and if planning has anything to do with it, Intel has the complete package. Except however, in the PR department. (I know I'm going to get a lot of flack from the techies on this thread for my soft science approach to investing, but): Otellini didn't project the same kind of media savvy bs confidence that a Chambers, Armstrong, Gerstner, Dell, or even the nerdy Gates projects. Forget about Jack Welch - he gets treated as if he were God himself. Otellini and Intel just do not get the same respect, even though they have a much better balance sheet. They couldn't even spell Otellini's name correctly. Mary

To: Barry Grossman who wrote (92665)	11/17/1999 11:11:00 AM
From: Joey Smith	Respond to of 186894

Barry, re:My heart went aflutter with the thought of an additional $30B (today's levels) in rev and who knows how much profit added to whatever the present Intel will generate. Don't forget the interaction effect! The synergies (from manufacturing, technology, marketing perspectives) are compelling, to say the least. I'm pretty confident that this is not reflected in today's stock price. IF/when Intel pulls this off, I can easily see a $500B+ valuation. joey