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

To: t2 who wrote (182404)	10/18/2005 10:18:06 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 186894

hope so, I am not a short by nature. I do it if I have to, but I don't like to. And the employment situation for tech, which I thought was a huge problem for tech stocks (no employment, no growth in tech as a business or stock)... is finally starting to turn. That means stocks should be doing better. And innovation is really cranking, there is huge m&a activity and lots of new stuff. I think this market is vastly different than 01. In 01, people thought we would bounce back to a bull. Now, nobody thinks that. One day we will have good markets again, but it could be in 10 years, or when another generation (that doesn't remember the crash of 00-02) reaches employment age- just like my generation, it took us to create the bull market since my parents hated stocks after living through the 70s. sigh.

To: t2 who wrote (182404)	10/19/2005 5:53:33 PM
From: Saturn V	Read Replies (2) \| Respond to of 186894

Intel PE is lower than than in Sept 2001. INTC was in the 30's, and its earnings were lower than today. So clearly the market is more pessimistic than in Sept 2001. The present PE of 18 is almost the same as for GE and Cisco. The apparently the market is not looking for significant earnings growth from CISCO and Intel. That is needless pessimism out there. There have been execution issues which allowed AMD into server space, and Intel ran out of capacity due to unexpected demand for communication processors. When these issues are resolved the earnings growth will exceed the present models being used by analysts. In addition there is also further upside potential in intelligent phones,and WiMax and Media PCs. When the upside earnings get factored in, the PE will increase.