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

To: Tony Viola who wrote (133384)	4/26/2001 9:35:25 AM
From: Bob Kim	Respond to of 186894

Tony, Re: ML on MSFT This was issued on 2/8 and followed up by a big tour of the media expressing doubts about the investment case for MSFT. "Over the long-term, however, we don't find MSFT's potential upside particularly compelling at this price." "Our analysis suggests that dependence on Desktop will make sustainable EPS growth of faster than 10%/year very difficult, even if Consumer and Enterprise are successful (consensus is for 15%-17% growth)." "The stock trades at 32X CY02E EPS of $2.03 (+ 9%), over a 3X PEG, which seems expensive relative to the PEG valuations of other mature market leaders (these typically trade around 2 PEG—although we remember the days when 1 PEG was the norm). We believe a multiple of 25X-30X would be more sustainable." (You should keep in mind that this analyst had a $175 price target on INSP at this time last year.)

To: Tony Viola who wrote (133384)	4/26/2001 9:43:29 AM
From: carl a. mehr	Respond to of 186894

Tony, We need your narrative on the interview that Charlie Rose conducted with Andy Grove. It was aired last night and I didn't catch the drift of what Andy was saying...ie it went way over my head...that's why I need help. pbs.org WEDNESDAY: Andrew Grove, Chairman, INTEL; John Hockenberry, Dateline NBC / Author, "A River Out Of Eden"; Charlie LeDuff, The New York Times Andy said something about " ..when we go from .13 to .07 Intel needs a partner and some government involvement.." He lost me. Hope somebody saw the interview...humble carl