SI
SI
discoversearch

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

To: Michael Bakunin who wrote (78332)3/22/2000 12:58:00 PM
From: John Koligman  Read Replies (1) | Respond to of 132070
 
I'm not disputing you and agree that pain is in order. However, if you look around there has been pain dished out in a rotating fashion, to the I-nuts, now the biotechs. Intel was relatively dull and reasonably priced (in today's world) until the last few months. I guess it's now catching up. I tend to stay with the 'low flyers' myself on many trades, I find they are profitable with less risk. I recently posted here asking about Xerox and Boeing. Bought Xerox at 20 1/8 around a month ago, and traded Boeing last week on a bet that the strike might end sooner than later. Sold Boeing and am getting itchy over Xerox. Point is, these beaten up dogs have limited downside with potential good short term gains.

Regards,
John



To: Michael Bakunin who wrote (78332)3/23/2000 1:13:00 AM
From: Richard Nehrboss  Read Replies (1) | Respond to of 132070
 
Michael,

Tell me what your growth rate expectations are. If you use 19% for the next 10 years discount 13% and use 11% after the tenth year, the DCF for INTC yields a fair value of INTC right about where it's trading.

I know the 11% ongoing is quite an assumption, but I'd enjoy seeing what you are using.

Richard


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News