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To: Philip W. Dunton, Jr who wrote (53463)4/15/1998 6:26:00 PM
From: Maverick  Respond to of 186894
 
Many would even say that Intel already trades at a premium at 24 times the
$3.21 FY98 consensus earnings estimate prior to yesterday's first quarter
earnings release. Traditionally, chipmakers have sold for around 10 times
earnings, reflecting the threat of commoditization. Intel's price premium
seemed justified mainly because the Pentium chip outdistanced the
competition. With gross margins now under pressure, in part because AMD and
National Semiconductor's (NYSE: NSM) Cyrix unit are moving aggressively to
claim share in the under $1,000 PC market, perhaps this premium itself must
be rethought?
Excerpts from The Motley Fool



To: Philip W. Dunton, Jr who wrote (53463)4/15/1998 8:32:00 PM
From: Tony Viola  Respond to of 186894
 
Philip, Re: "I used to work at Merrill
and I can confirm that their research stinks. PD"

Thanks for the revelation about ML. Look for a private message.

Tony


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