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


To: Skeeter Bug who wrote (73514)1/13/2000 8:06:00 PM
From: re3  Respond to of 132070
 
stockmotions.com



To: Skeeter Bug who wrote (73514)1/13/2000 8:49:00 PM
From: Lucretius  Read Replies (3) | Respond to of 132070
 
who cares about that crap.... tell me when QCOM is gonna split again so we have twice as many shares to trade....

Uncle Al flappin those jaws....

biz.yahoo.com

spoos don't like it, but i am sure that will change by morning...



To: Skeeter Bug who wrote (73514)1/13/2000 9:31:00 PM
From: Fred Fahmy  Read Replies (1) | Respond to of 132070
 
Skeete,

Obviously, there are many ways to value stocks. Using the methodology you provided most stocks are overvalued.

<i think this analysis illustrates why some could rationally view intel's current valuation as a bubble.>

I have no problem with those who conclude by whatever analysis they use that Intel's valuation is excessive. However, this is a far far cry from accusing Intel of scamster accounting and painting a gloom and doom picture of a company in trouble. Intel remains one of the most profitable companies in the world. A company which has had at least 5 straight record quarterly revenues/earnings and will post another record quarter in Q1 despite what these same people have described as a disastrous PC environment. There was even someone on this thread one year ago who suggested that Intel was burning through their cash and that this was an issue. At that time Intel had around $8 billion in cash. After all the burning and buybacks they now have nearly $12.

<you've stated intel is a good investment.>

Yes, IMO it is one of the best long term plays in the market for many many reasons. Obviously most here don't agree with those reasons.

< intel's one year growth only looks good b/c it had such a crappy 1998.>

Intel's one year EPS growth rate is in the low 30% range. Intel's 5 year CGR EPS is 28%. The question is what will it look like going forward. My estimate is around 25%.

Good luck,

FF