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

To: GVTucker who wrote (137961)	6/22/2001 2:28:44 PM
From: maui_dude	Read Replies (1) \| Respond to of 186894

Re : "When valuations are high, like they are now, 15% would be an outlier at the far edge of the scale." GV, valuations for semi stocks are very tricky to go by. When the market turns the earnings can triple or quadruple very easily. BTW, if you aren't even expecting 15% growth for INTC, I dont understand why you don't write covered calls one year out and pocket 20-25% premium ? Your logic only if you expect Intel to drop significantly from its current level. do you ? Maui.

To: GVTucker who wrote (137961)	6/22/2001 2:28:45 PM
From: Yaacov	Respond to of 186894

Lets see if I understand you, are you saying that 15% growth for the next years is too high? I don't give a dime about todays valuation, but do you think US economy will be stuck in neutral for the next 5 years? No growth? Then regert to say you don't know your matiere; think again! The market could easily pick-up by the end of this year and INTC could be back where it was by the end of the 2002. The present valuation is based on the economic outlook at the present time, it mean nothing once the economic outlook changes and the econmy re-enters into another period of growth. Naybe you should stuck to your technical analysis of chips!