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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: t2 who wrote (78091)	6/6/2001 2:38:18 PM
From: The Freep	Read Replies (3) \| Respond to of 99985

<<Too many potential positives to not buy Intel now seems to be the message.>> I don't know what the message is, exactly, though today's movement implies people think this quarter will be okay vis-a-vis estimates. But let's say Intel does do the 13 cents they are estimated to do. Let's say the stock stays at 30. The stock's PE will go from a modest 24ish to 34ish, cuz the 13 cent quarter compares to the 45 cents they did LAST YEAR. In fact, for the next two quarters at least, the company will make less than the year before, so the PE will keep going up, not down, even if the stock remains in the same spot. Mind you, Intel is not one I'd really bet against long term. Their cash hoard is huge. They aren't dumb. But why do you see the stock getting bid up from here? The company may be resuming its growth, but from levels so low that the stock might have to wait awhile to catch up to the fundamentals. Or do new metrics apply? the freep