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


To: TTOSBT who wrote (51129)3/24/1998 10:11:00 PM
From: LWolf  Read Replies (1) | Respond to of 186894
 
TTOSBT - Glad you said it! I'm concerned and losing patience. It's a tragedy that I hope Andy wakes up to real quick!

Laura



To: TTOSBT who wrote (51129)3/24/1998 10:31:00 PM
From: TTOSBT  Read Replies (5) | Respond to of 186894
 
WHY DOESN'T INTEL ANNOUNCE A BUY BACK! Just two billion dollar buy back would bring the PE where it should be. It seems to me if Intel had a little more faith in their own future then big money will follow. But instead they keep worrying about little crumb snatching competition. This paranoid caution from the top has ran it's course. Intel better wake up and start making some real meaningful changes. Policy changes! Instead of running the same old, I'm faster then everyone else race.

Come on Intel participate!

TTOSBT



To: TTOSBT who wrote (51129)3/25/1998 11:25:00 AM
From: Thomas M.  Read Replies (2) | Respond to of 186894
 
I strongly disagree with your contention that INTC should leverage itself up, a la IBM. INTC's strong balance sheet is a powerful tool for future growth (and survival if tech goes into a big recession). IBM has mortgaged its future to prop up its stock price in the near-term, whereas INTC has prepared for the future while leaving its stock on its own for the short-term. Check out IBM's credit rating history during the last few years, compared to INTC's.

Regarding services, IBM's accounting in that area is rather "unique" to the field, and might have something to do with those nice service earnings.

Tom

If Jules G. stills hangs around here, I'm sure he can explain IBM's long-term problems in greater detail.