SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?


To: Mo Chips who wrote (43843)1/4/1998 9:57:00 PM
From: Mark Pritikin  Read Replies (2) | Respond to of 186894
 
<<Next years estimates are for a meager ~9% rise in earnings. At 17x next years earnings I'd say this may not be the case. I think unless there are surprises out there, we could easily see a fall to the 60s or even the $50s...>>

Next years earnings rise for the entire S&P 500 is only 7% and the market is trading at 20 times forward S&P earnings. The market is clearly risky, but I'm sticking with Intel as the downside is limited relative to the long term upside. Whats riskier, a company like Cisco with a little over a $1/share in trailing earnings trading at almost 60 or Intel with almost $4/share in trailing earnings trading at 70. Sure future growth is important, but trailing earnings are reality, forward is anyones guess.



To: Mo Chips who wrote (43843)1/4/1998 11:40:00 PM
From: john defreitas  Read Replies (1) | Respond to of 186894
 
mo chips, just wrote covered calls for feb60's
i have yet to see little/any short term bulls for intc...i could be wrong,but see pull back by earnings date....even if they meet their
number, you would have to suspect cautious comments looking foward to 2nd and 3rd quarter until better indication from asian situation. too many big players showing concern and caution which leads me to believe they are on sidelines just looking for slightest bad news to bring this stock down and then buy on the cheap .
i wonder if any other holders have concern and their opinions.
regards,
john