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Strategies & Market Trends : P&S and STO Death Blow's -- Ignore unavailable to you. Want to Upgrade?

To: t2 who wrote (18379)12/5/2002 10:43:40 AM
From: LTK007  Respond to of 30712
 
t2, to your point specifically. Intel analyst at SanfordBernstein states that even IF you price in a strong recovery in PC sales that would still just bring Intel earnings to 1 dollar per share for the year 2004.
Such that, this SanfordBernstein analyst says, Intel is now well OVERPRICED now even if you arbitrarily calculate a recovery in PC industry.
Mind, now, it's earnings for 2003 are only projected to be for 58cents.
Simple conclusion, there is ZERO rational for it's present pricing even using your arguments. Max p.s. This info all just me spitting out what i hear via BloombergTV(i didn't catch the analyst name)



To: t2 who wrote (18379)12/5/2002 12:38:23 PM
From: mishedlo  Read Replies (1) | Respond to of 30712
 
Anyone that had price power would use it.
To think that INTC has pricing power and is not using it IS lunacy.

It is also lunacy to think that INTC has pricing power.

PC prices dropping like mad because they have to give the things away to sell them.

There is no pricing power in memory, chips, or anything else.

To suggest pricing power in a world of tech deflation is just plain WRONG.

M


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