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

To: John Hull who wrote (146555)	10/31/2001 9:08:26 PM
From: AK2004	Respond to of 186894

John re: Intel's capacity build makes it equally likely that we won't see a constrained environment interesting, I should ask you about the main goal of intel operation because it does not sound that it is optimizing the value of shareholders equity BTW current expectations are that amd would be in the red for at least another year Regards -Albert

To: John Hull who wrote (146555)	10/31/2001 11:34:23 PM
From: brushwud	Respond to of 186894

AMD likely won't do 50million units and Intel's capacity build makes it equally likely that we won't see a constrained environment OR AMD profits anytime soon. Why don't you take down your dusty securities analysis text from U. Mich. and calculate what EPS a company with Intel's growth rate (per Mr. Barrett) should have to be worth today's price? I say $1/year, and you won't see it anytime soon, not this year or next. INTC could be fairly priced at $25 in 2003, doing $10 billion revenue/Q. Look forward to it, and all the days between.