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

To: Fred Fahmy who wrote (51145)3/24/1998 11:15:00 PM
From: Time Traveler  Read Replies (2) | Respond to of 186894
 
Fred,

"[Intel's cash] money should be spent on strategic acquisitions which would enhance the long term value of the company."

How about an analog IC company that makes power management ICs to power P-II and beyond?

John.



To: Fred Fahmy who wrote (51145)3/24/1998 11:32:00 PM
From: TTOSBT  Read Replies (3) | Respond to of 186894
 
Fred, Re: "If you really believe this then why are you holding INTC?"

Thats my point, It brings up that question in Intel investors minds. And with guys like Kurlack it pushes them off the fence. If I am to be an Intel investor I want people to have desire to own the stock going forward. Why else would I bring it up here?

re: " but NOT buying more INTC shares. I think the money should be
spent on strategic acquisitions which would enhance the long term
value of the company. "

Yes but not at a time when the DOJ is looking into you having a monopoly. And didn't they just buy Chips & technology? And isn't that one of the reasons for 1qt shortfall (among others) charge from that acquisition.

Which brings to mind. Why are they taking a charge then? They should be using some of the cash they're HOARDING instead of taking a CHARGE this quarter. See what I'm talking about here Fred? They are not thinking for the share holders. THERE LOYAL, LONG LONG LOYAL SHARE HOLDERS! And I'm wondering is it because of paranoid caution??

TTOSBT



To: Fred Fahmy who wrote (51145)3/25/1998 8:14:00 AM
From: Pullin-GS  Respond to of 186894
 
I think the money should be spent on strategic acquisitions
Well put.....
And of course Intel has always had a very aggressive internal R&D program (this costs money). I'm sure that Intel has been letting the money flow into these programs at record rates over the last 12 months...and plans on increasing this as well.

Also Intel's successful jump into Networking is a very smart move, and I expect that R&D here is at an all time high.


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