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Technology Stocks : CYRIX / NSM -- Ignore unavailable to you. Want to Upgrade?

To: FJB who wrote (22082)	12/16/1997 2:07:00 AM
From: Scumbria	Read Replies (1) \| Respond to of 33344

Robert, >Intel is expected to earn $3.82 this year. I don't think the market >has discounted a decrease in earnings into the stock price. I will >have to take a look at their year over year changes in FCF to figure >out what is really going on. Analysis of Intel earnings is complicated by the fact that they are entering new markets such as Pentium Pro/Alpha? work stations and servers. If they are succesful, (and I can't imagine any reason why they wouldn't be,) their margins will go through the roof. A year from now they will have Merced to add this portfolio which will further distance them from the competition. It's not just about microprocessors any more. Scumbria