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


To: Stoctrash who wrote (139409)7/17/2001 2:47:44 PM
From: GVTucker  Read Replies (1) | Respond to of 186894
 
Stoctrash, RE: "Intel continues spending billions and billions on new fabs and fab equipment, even in the face of an economic downturn. Why is this being ignored?"

It's not getting ignored...everyone and their half-sister is saying that this new equip is going to save their a$$, and it might...... in the long run.


Actually, at least in Dan3's case, it is getting ignored. Go back to this post:

Message 16087295

Specifically this quote: " Intel's current assets - Intel's current liabilities equals a little over $10 Billion. I wouldn't expect the street to put much of a price on a company that looks to be losing $Billions per quarter for several quarters. Right now that $10 Billion in net short term assets is being valued by the street at $190 Billion. If Intel looks to be losing money for the indefinite future, that $190 Billion market valuation would have room to go lower.

Dan3 stated right there that Intel's market cap is valued on the basis of Intel's short term assets less short term liabilities. If that was the case, the market would indeed be ignoring Intel's fab capacity as well as Intel's brand names, which are quite possibly Intel's two most valuable assets.