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To: SisterMaryElephant who wrote (5047)	8/14/2000 11:34:33 PM
From: Tony Viola	Read Replies (2) \| Respond to of 275872

Steve, >Would you buy a company whose stock is at $52/share, which has already split seven times, has 80% of the single market it competes in, has IBM, MOT, AAPL, as well as CPQ, DEC and even MSFT, aligned against it, and has the government investigating or on the verge of investigating its business practices? Great post. Got the flak jacket on? Tony

To: SisterMaryElephant who wrote (5047)	8/14/2000 11:40:07 PM
From: Mani1	Read Replies (2) \| Respond to of 275872

Steve re <<That was Intel in 1991-92 and you can visit the Intel thread to find out people who would.>> ROFL!!!! I hope you are just kidding. Re <<And, before we hear things are different this time, I should also mention that Jerry Sanders and AMD were also nipping away at them, and that was a profitable and healthy AMD, as I recall.>> There is indeed a night and day difference between then and now. At that time AMD was nothing more than a clone maker. They simply were licensing Intel's design. K6 was AMD's first chip which was not cloned off Intel and that was bought from Nexgen. K7 is the first chip designed by AMD. To say that back then things were the same is foolish. Also Intel's growth from then till now is based on feverish growth of the IT sector. There is no way, humanly possible that that growth can continue at the same compound growth rate for the next 8 years. Intel has a market cap of over $400 Billion. There is currently only 6 Billion people on earth and that is only growing at few percent per year. You can do the math. Mani

To: SisterMaryElephant who wrote (5047)	8/15/2000 12:07:14 AM
From: chic_hearne	Read Replies (1) \| Respond to of 275872

Re: That was Intel in 1991-92 Steve, What a well thought out answer to my argument that the big cap techs couldn't go up anymore because they are currently valued so high. Do you know what a "market cap" is? I'll help you out, it's shares outstanding times share price. Gee, what was Intel's market cap back in 1991? In the coming market tough love, all clowns will be destroyed. You sir, are a clown. chic

To: SisterMaryElephant who wrote (5047)	8/15/2000 10:25:39 AM
From: f.simons	Read Replies (1) \| Respond to of 275872

>>so you think you're going to go up by another factor of 3000,1,200 trillion dollars. Intel/Cicso/Midrosoft may be great investments going forward, but expecting a repeat of the past 10 years is ridiculous.<< Steve- I don't need Intel to go up by a factor of 3000 ever in my lifetime. That is what makes this kind of reasoning so fallacious. If Intel goes up 10 times, (forget 3000), a lot of us are going to be rich beyond our dreams. Do you think 10 times is out of reach in the next 10 years? Frank