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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?


To: lh56 who wrote (5759)11/14/2001 7:27:36 PM
From: orkrious  Read Replies (1) | Respond to of 99280
 
i think intel will hack up a pretty ugly hairball on capex reductions and asp margins.

I can't believe the price people are paying for INTC, all because mgmt says business is great. Isn't it supposed to be improving this time of year? A commodity producer in a mature market with declining ASP's and margins. PE is 50-60.

IMHO there isn't a large cap tech stock with as much price risk over the next 24 months as INTC.