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

To: Joe NYC who wrote (127755)	2/18/2001 10:45:10 AM
From: Tushar Patel	Read Replies (1) \| Respond to of 186894

Here is your original post (http://www.siliconinvestor.com/readmsg.aspx?msgid=15370782 ) - I went through the exercise with Frank a few months ago, where I projected Intel's revenue and earnings growth forward to 10 or 20 years, and I came up with Intel revenue several times higher than the GDP of the entire planet. Here is your response to my post (http://www.siliconinvestor.com/msg_multireplies.gsp?msgid=15371734 ): When I was doing this calculation originally, it was based on the market cap of about 400 billion, with Frank's assertion that Intel stock doubles every 18 to 24 months Are you now implying that revenue (an annual number) and market cap - measure of value of the company based on the present value of PERPETUAL earnings are the same? Why do you think theoretically that the market cap (which is a measure of discounted PERPETUAL earnings) and GDP (an annual number) are related at all in any direct way? As far as your comment 25% is not that great, I assume this means you are aware of dozens of companies that exceed that rate over 2 decades of doing business. Would you please name some (say 10) of these "great companies"? tushar

To: Joe NYC who wrote (127755)	2/18/2001 11:34:25 AM
From: f.simons	Read Replies (1) \| Respond to of 186894

Frank's assertion that Intel stock doubles every 18 to 24 months. Joe, Sigh. I thought we had this bit of misquotation settled a couple months ago. Apparently not. I never said that Intel doubles every 18 to 24 months. You had asked me why I owned Intel, and I replied that during my ownership of it, it had doubled every 18-24 months, and based on that experience, I would continue to own it for a while more. My recollection is that the first time you misquoted me and we discussed it, you conceded that my recollection was probably correct. Has something changed? Frank