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


To: flint who wrote (153701)1/4/2002 2:34:10 AM
From: Dinesh  Respond to of 186894
 
Hi Flint

I think we are not talking $100,000,000 here, but more
like $100,000,000,000. Actually, $200,000,000,000.

After all, how much would you want to pay for a company
with lousy single digit margins? 1X is basically what
AMD gets versus some 9X for Intel. What's the difference if
both suck at making money? If Intel keeps on losing money
consistently then one may even accuse it of dumping. Aha!

No solution scales for ever. Intel has to find a plan that
will execute in face of persistent competition, and it
will.

Of course there are other factors too that govern its
stock price. A lousy biz cycle for example.

Regards
Dinesh