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


To: Road Walker who wrote (42798)12/18/1997 7:17:00 PM
From: Diamond Jim  Read Replies (2) | Respond to of 186894
 
RE:
KO, 3 year annualized earnings growth 17.1%, PE 39
GE, 3 year annualized earnings growth 19%, PE 30.6
CSCO, 3 year annualized earnings growth 48.1%, PE 30.8
INTC, 3 year annualized earnings growth 31%, PE 17

John, I know that, I realize that but the ASP of a chip is a worry. If we can eventually get the web over the TV for $199, I doubt the majority of people will pay $2K for a PC anymore. I know Intel is branching out and the P/E is low but there are concerns.

A Coke is a Coke and the price is stable. Their earnings will be there.

jim



To: Road Walker who wrote (42798)12/18/1997 7:26:00 PM
From: StockMan  Read Replies (1) | Respond to of 186894
 
John,
Re -- GE, 3 year annualized earnings growth 19%, PE 30.6..

Actually, GE has a rather LARGE exposure to Asia. The Wall Street Fools/Analysts are turning a blind eye to this.

GE's Aircraft engines, with Boeing announcing cut backs in production will also suffer slow growth.

Stockman