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

To: Mary Cluney who wrote (44353)	1/7/1998 10:30:00 PM
From: Barry A. Watzman	Respond to of 186894

Mary, On an overall basis, I'd actually have to agree with your analysis. It's just that your original post suggested that his performance appeared to have been flawless. I am simply pointing out that there have, indeed, been significant flaws, which never-the-less do not prevent the overall six year net result from being extremely positive. That said, I do in fact think that Pfeiffer has a personal vendetta against Intel, and pursuing the vendetta instead of what is REALLY in Compaq's best interest could be his -- and Compaq's -- downfall. Not sure that it will happen (again), but he and the company got burned BAD in 1996 in a sequence of events which I belive fits this description perfectly. I have to admit, I can't understand why Intel is not afforded a higher PE than a Compaq or a Dell, but I have come to accept it for the time being. I've made a small fortune in Intel, and lost half of it since August. I don't know what will happen this year, and when I get out (I have INTCW, so I MUST get out), I'm not sure that I won't just stay out for a while. I feel that 1998 -- possibly all of it -- COULD be a downer, and possibly even part of 1999. Everything I've seen, however, suggests that with Merced, Intel is going to blow everything out again beginning sometime between late 98 and 2000 if there are no execution screw-ups. By the early part of the next century, say 2002 or 2003, I expect Intel and it's stock to have doubled to quadrupled (or more) from their current position. Regards, Barry

To: Mary Cluney who wrote (44353)	1/8/1998 12:04:00 AM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Mary - re: "a screw driver or a leatherman at most." What's a "Leatherman"? Paul