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Strategies & Market Trends : Stock Attack -- A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: dennis michael patterson who wrote (30408)	9/20/2000 4:38:23 PM
From: Paul Shread	Read Replies (3) \| Respond to of 42787

INTC is ridiculously overpriced, DMP. Has yet to justify the 100% run-up in its stock price, IMHO. Anyone remember when you used to buy INTC when its PE got to 17 and sell it when it got to 25? Semis are cyclical; when they break, they will break badly. They are high now only because everyone bets that the communications buildout will continue forever. It could go on quite a while longer, but when the cycle peaks, you want to bail. I agree on LU as a long-term investment here; it's trading about as low as it should go, based on 4 1/2 years of trading history and current growth rate. Doesn't mean it won't go lower, but over time it should outperform.