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

To: Tony Viola who wrote (101368)	3/23/2000 11:03:00 AM
From: Scumbria	Read Replies (4) \| Respond to of 186894

Tony, Intel has very little competition How do you spell Dresden? Scumbria

To: Tony Viola who wrote (101368)	3/23/2000 11:11:00 AM
From: Road Walker	Respond to of 186894

Tony, RE: CSCO PE, Intel cyclical Sorry, I should have made my statement more clear. When I said: "Also listed are CSCO and MSFT, and Merck and JPM with declining PE's." Note the comma between CSCO and MSFT, and Merck and JPM with declining PE's. I meant that Intel, CSCO and MSFT had increasing PE's, Merck and JPM declining PE's. Here is what they had on CSCO: Dec. 31 1997 - 48.1 Dec. 31 1998 - 98.7 Mar. 21 2000 - 193.0 As far as Intel being cyclical, I think the assumption is that growth and capacity dictate price. In '97, '98 and early '99 Intel had plenty of capacity and ASP's declined. Sometime in '99 growth picked up without the capacity to meet it, and ASP's are going up. Now Intel is hustling to open fabs, the assumption being that eventually there will be over-capacity again. I'm not sure if I buy into this or not. John