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

To: Jeff Kirk who wrote (38915)11/4/1997 10:10:00 PM
From: Randy Ellingson  Read Replies (1) | Respond to of 186894
 
'Clayton , The "book value" of INTC is around $10 ....the book value of
HWP is $14. Without the fat profit margins of the past INTC is much less atractive as it must still support it's bloted infrastructure .JK'

You feel that ~50% doesn't qualify as 'fat'? Or do you question Intel's ability to maintain their profit margin at such high levels? It will be interesting to see if they can make 50% over the next five years or so...



To: Jeff Kirk who wrote (38915)11/4/1997 11:14:00 PM
From: Paul Engel  Read Replies (2) | Respond to of 186894
 
Jeff - Re: "...INTC is much less atractive as it must still support it's bloted infrastructure"

Intel should be lean an mean, bare to the bone, and lose money - like Cyrix, eh?

Have you compared the sales/employee of the two companies?

You can divide, can't you?

Paul


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