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

To: Barry Grossman who wrote (41997)	12/11/1997 5:36:00 PM
From: Mary Cluney	Read Replies (4) \| Respond to of 186894

Barry, >>>Why should Intel bother with this nonsense?<<< >>>Just telling the story as they see it is fine with me.<<< >>>Even better, is performing, and that they have.<<< You are probably right - but that is what Intel has been doing all along. Yet compared to Oracle - Oracle has declining revenue growth, net margins, and a product that emerging asian markets don't really need and are reluctant to pay for. IF needed the barrier for them to enter is minimal. They (Asia) have the man power and the brain power to develop their own DBMS software. Still, Oracle sells at 27.5 time earnings. Even I could write routines to populate indexes to point to data elements to retrieve data rather quickly. But, I would have difficulty producing chipsets or microprocessors at any level. So what am I saying? How much is a company worth if they produce products that even I can reproduce on some levels - at least for my own needs - and how much is a company worth whose products I desperate ly need and can't reproduce at all? Analysts should on some level be able to convey the intrinsic value of companies they analyse to their consituencies and Intel should be able to facilitate this. Somehow, I don't see this happening. What am I missing? Mary