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

To: Barry A. Watzman who wrote (41252)12/1/1997 10:30:00 PM
From: Mary Cluney  Read Replies (1) | Respond to of 186894
 
Thanks Barry (Gene, Jim, Carl) for your response.

I like your explanation best of all: >>>All of the financial and analytical stuff is mostly fluff, it does not really explain anything.<<<

At the end of the day, I suspect that Mark Edelstone, Kurlak, and the bunch just make things up.

Mark Edelstone writes:

>>>Our 12-month stock price target of $100 is based on the belief that INTC should be fairly valued at a 10% premium to the market multiple, and we maintain our Outperform rating on the stock.<<<

How did he arrive at 10% - why not 20%, 50%, or 100%. I would like to see his analysis that came up with fair value at 10% premium to the market. I do not beleive there is rigorous analysis that produced the 10% premium. Just my guess.

Thanks again guys.

Mary



To: Barry A. Watzman who wrote (41252)12/3/1997 3:04:00 PM
From: Harry Landsiedel  Respond to of 186894
 
Barry A. Watzman. Re: "That still leaves the question of just what the "E" is?"

I think you put your finger on a very important factor in figuring P/E. Many financial analysts use "free cash flow" rather than reported earnings to figure the "E".

With Intel's massive Capital investments only partly offset by depreciation, that "lowers" the "E" and raises the P/E. So instead of 20, the P/E can be over 30 using this method.

HL


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