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

To: Saturn V who wrote (180515)	3/29/2005 4:47:44 PM
From: smooth2o	Read Replies (2) \| Respond to of 186894

Well, it's true that Intel is doing better than ever, but also true that evaluations suck. There's no multiple on Intel or many other stocks; people are just not willing to be in any way "irrationally exuberant". That given, the stock will follow the earnings curve and that doesn't rise that smartly. OTOH, many companies are sitting there with oodles of cash on hand willing to give it to shareholders of record. In fact, they probably shouldn't. The advent of the internet has made today's business travel at light speed. You can simply reach to an offshore company to solve immediate problems in a flash. In fact, it's necessary. That cash is likely to be used for IT spending. If you look at how many companies are slashing expenses by 100's of millions, there's just no way to compete at the same level without technology and increases in productivity. Something's gotta break here. Plus, for what it's worth, MS is launching Longhorn in May '06. There HAS to be a lot of hype around that product as it's MS's future for the next 5-6 years. BTW, it also has some features that are quite interesting and very useful to next gen applications. It could be quite revolutionary. At the same time comes dual core and platforms. The combination of the three, plus cash, plus incentive to change may result in a significant boost to both companies. That's why I'm hanging around with Intel. The only question is, is the market willing? Elsewise, it could be a lackluster event. Smooth

To: Saturn V who wrote (180515)	3/29/2005 5:37:06 PM
From: Amy J	Read Replies (1) \| Respond to of 186894

RE: "Based upon financial metrics 2004 was one of Intel's best years." No other year except last year would the use of that phrase bother me, because last year was not the best financial metrics, if you include the hit the metrics such as revenue growth and profit growth took from the stumbling. If the phrase is used to describe this year, it would not bug me and in fact I'd view it as a positive and be happy to hear the expression used. But it should never be used to describe last year's performance where Intel stumbled. People really need to understand how last year's stumbling hurt the stock over the past one year and not deny it. I would have whacked the bonus down to no more than $400k given the stumble last year. Dell's CEO certainly didn't sound happy and in fact, he probably helped nudge Intel into better performance. Regards, Amy J