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

To: Knighty Tin who wrote (73405)	1/12/2000 9:50:00 PM
From: gnuman	Read Replies (2) \| Respond to of 132070

MB, Let me rephrase the question. <g> The sense I get is a number of semi analysts, (Tad being the exception), believe demand was stronger than anticipated for Intel product which resulted in shortages. They site GTW as an example. (AMD not an issue in these predictions). The question is, are they misinterpreting supply problems as demand problems?

To: Knighty Tin who wrote (73405)	1/12/2000 10:00:00 PM
From: Fred Fahmy	Read Replies (1) \| Respond to of 132070

Mike, <I think the important number is 1997 vs. 1999 and the stock price in both years.> I like to look at growth over the last 12 months for a short term view and CGR over 5 years for a more long term track record. IMO, INTC's EPS growth looks good short term and good long term. I understand your problem with the relative valuations, I just have a different opinion. Keep in mind that INTC is going to announce record revenues and EPS in a year which you have been characterizing as horrible for the PC industry. They are also going to show excellent margins. They must be doing something right <g>. FF