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

To: Jeff Fox who wrote (41787)12/9/1997 12:57:00 AM
From: Paul Engel  Read Replies (1) | Respond to of 186894
 
Jeff - Re: "Intel's margin guidance is about new Intel business
intiatives, not CPU margin erosion. "

Thanks for putting this concept into the proper perspective.

Paul



To: Jeff Fox who wrote (41787)12/9/1997 5:39:00 PM
From: Barry Grossman  Read Replies (1) | Respond to of 186894
 
Jeff, Re: You have figured it out!

Thanks, but it wasn't hard. All you had to do is listen to what they said in their earnings advice and in their conference calls over the last year. Perhaps analysts don't get paid to do that. They must have some other method of coming up with their ideas.

In any event, the non-cpu growth isn't being factored into the stock price and is one reason why it is significantly undervalued.

JMOBWDIK.

Barry


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