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


To: Harry Landsiedel who wrote (52571)4/9/1998 10:38:00 PM
From: Paul Engel  Respond to of 186894
 
Harry - Re: "Byron Wein, Morgan Stanley biggie, "I'm still very bullish on Intel... "

Thanks for the great "news" from Byron Wein.

I must admit, he agrees with me!

Paul



To: Harry Landsiedel who wrote (52571)4/9/1998 11:55:00 PM
From: RetiredNow  Read Replies (3) | Respond to of 186894
 
Harry, the real dilemma for investors is the following. I've been in Intel for over a year now and haven't seen my investment increase at all. In the same time period my Cisco shares appreciated 65%. At this point I still own Intel, but find myself reconsidering. If I hold, I may see a 20% return if everything goes well. But if I sell and buy Cisco, the probability of me seeing a 20% return is fairly high given the fact that they are expected to grow 30-50% this year and they have almost never missed earning estimates. Did you know that the average annualized return for the last 8 years for Cisco is 54%? Wow!

So what to do? I don't know. I can't bear to sell, but reason tells me there's better opportunities out there. Any comments? I would appreciate your thoughts.