Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: wanna_bmw who wrote (56218)	9/24/2001 2:38:30 PM
From: Jim McMannis	Respond to of 275872

RE:"I think a P/E in the 40's or 50's is good for Intel. Moreover, I think the EPS estimates are conservative." Sure you do but not in this market. (.:

To: wanna_bmw who wrote (56218)	9/24/2001 2:46:49 PM
From: AK2004	Read Replies (1) \| Respond to of 275872

bmw Re: a P/E in the 40's or 50's is good for Intel. let's assume that the return on intel is risk free ( boy that is a stretch ) the pe of 50 with treasury at 4% would imply a growth rate in earning of 48% per year. Let's add risk adjustment given 48% growth and you get 100% growth in earnings per year. Add extra for the steady increase in number of shares. Remmeber that stock repurchase should not count as a decrease in share count for market value calculations since it is a zero-sum game. Now let's assume that ownership of the intel pc's would go from 20% families to 100% by the end of next quarter and a reasonable assumption that all of those families and corps would be updating all of their processors monthly and I think we are all set now, care to be more reasonable? Regards -Albert