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

To: Jeff Fox who wrote (41616)	12/5/1997 10:00:00 PM
From: Jay	Read Replies (1) \| Respond to of 186894

Jeff Re: "I think its time to listen to the company and bank it." I agree on the bank it - and have invested a lot of my hard-earned money in it. I guess people are only complaining about the "listen" part. If we step back from the the quarterly paranoia about earnings - in many ways the company is in a very favorable situation now. With component prices falling like knives :) we may see PII-300s at well below $2k soon. I think when the PC first came out Intel made $25-50 on a $5000 PC, I bet on the fact that Intel will be making >$500 on a $1700 PC. So we get the best of both worlds - a PC market growing at > 20% a year, and an Intel content increasing at 5-10% a year for a total growth rate of ~30%. I don't know if my assumptions were wrong. I hope they aren't - so far they seem to be JB

To: Jeff Fox who wrote (41616)	12/5/1997 10:14:00 PM
From: Scooter	Read Replies (1) \| Respond to of 186894

intc has split lots of times.yet the PE has not change to reflect all the spilts are it would be selling very high pe.how do you take a split in to affect when figuring the pe ratio.if intc has split 10 time the pe sould be ten times as high right or wrong? help anyone, thanks scoot.

To: Jeff Fox who wrote (41616)	12/6/1997 12:11:00 PM
From: Lee Penick	Read Replies (1) \| Respond to of 186894

Jeff, Re - "Now I have to read that Intel had its prices "forced down by competition" and "cuts deeper than expected" and other such nonsense. I find that P/MMX-200 going for $210 OEM, $250 boxed, today. The only thing that this press has wrong is PII has a cache and the high end speeds are higher." Nice research and good memory! Some people on this thread seem to think they invented the term "price competition" and should win a prize for discussing it. Glad you pointed this out. Some are happy buying two low end systems instead of one good system. I wonder if they stack them vertically or horizontally when they use them for multiple applications. Either way, as bandwith increases and software marches on (larger and larger), price competition which helped to sell more computers, will have made a nice replacement market for Intel to sell to in the years to come. And being profitable, they will be able to do it.... other companies, who lack a strategy, except to cut prices low enough so that someone will buy their product, will probably be out of the picture. PLEASE keep up the good work, thanks, Lee