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

To: Paul Engel who wrote (63102)	8/24/1998 7:02:00 AM
From: GVTucker	Read Replies (4) \| Respond to of 186894

Paul, in each case where you say Kurlak said, "WRONG CALL" the S&P 500 outperformed Intel when Kurlak turned bearish on Intel. That is defined in my book as a correct call, as the average stock outperformed Intel. <<Why didn't you include this following call, GV ? You seem to focus only on "select" calls that you think will support your argument? >> As I stated, Paul, I provided EVERY instance of a ratings change. This eliminated the subjective spin of the press that you fall victim to. <<Intel is a national treasure - providing 60,000+ jobs - creating wealth, improving the quality of life in the world through its designs and manufacturing of the best CPUs and support circuits in the world.>> Fine and dandy, Paul, but what does that have to do with whether the stock is a good buy here? Improving the quality of life in this world is a wonderful goal, but it was my impression that the forum here was about Intel common stock and its future performance. If you believe that this improvement in the quality of life is part of Intel's undervaluation, why do you not believe the market already discounts that? And as far as the "best CPUs" are concerned, I will grant that Intel is an outstanding manufacturing company, and has outstanding process controls, but in my definition "best" brings to mind terms like "fastest." Intel is a fine company that indeed had a remarkable insight to expand capacity when no one thought that the PC market would be where it is today. That era has ended. Intel came out with an inferior chip on the low end that cheapened their image. The belated quality chip will be out this week, I realize, but Intel has opened a door on the low end that would have not existed if they had sold a decent chip to start with. There are many uncertainties with investing in common stocks, and Intel has more uncertainties that most. There is a bullish case for buying Intel here, sure, but you are dismissing the bearish case as mere rantings by Wall St. No matter what decision you make, Paul, there is a very intelligent person who has the exact opposite opinion. To not respect that opinion is a sure road to poor performance.