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

To: nihil who wrote (101286)	3/22/2000 12:00:00 PM
From: Gary Ng	Read Replies (1) \| Respond to of 186894

nihil, Re: As Intel repositions itself in various aspects of networking, its PE moves steadily toward 100 (sun and Cisco country). As it moves into optical communications, I expect it to move toward 200 (JDSU country). But it would take quite a while for these area to reflect in Intel's balance sheet. IMO, the price as of now is a bit ahead of its time. Gary

To: nihil who wrote (101286)	3/22/2000 12:16:00 PM
From: Road Walker	Read Replies (1) \| Respond to of 186894

nihil, re: "As Intel repositions itself in various aspects of networking, its PE moves steadily toward 100 (sun and Cisco country). As it moves into optical communications, I expect it to move toward 200 (JDSU country)." Sun, CSCO and JDSU are percieved as the leaders and pure plays in their respective industries. They have all demonstrated earnings growth in their segments. Intel has a long way to go to match their performance. At this point, they are losing money in those categories. I hope you are right, I don't think it will be that easy. John