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.

Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: TimbaBear who wrote (15219)	8/15/2002 10:19:12 PM
From: TimbaBear	Read Replies (4) \| Respond to of 78715

Cash Flow Analysis---Intel Page 5 (and final). So, what's mt take on INTC as a company and as an investment? Well, believe it or not, I thought they were more straightforward in their accounting than DELL. I'm not out to nominate them for sainthood or anything, but the "smell" wasn't as bad. I think both INTC and DELL are great businesses and profitable at what they do. They'd be great to work for, with all those options! But as an investor, both appear to me to yield less than I could safely get in a CD, so why would I risk my money? But, in what I see as a sign that the Bear isn't done clawing yet, wherever I have expressed my opinions, I have gotten amazing resistance to both the notion of fully accounting for options and the notion that it's not OK that insiders take all the profits. Amazing resistance. Until that goes away, the speculators are still too active for me to have any confidence that capitulation has occurred. Hope I haven't been too confusing with this analysis. Timba