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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Dwight E. Karlsen who wrote (32525)	9/11/1998 4:23:00 AM
From: Skeeter Bug	Respond to of 132070

dwight, it is and will continue to be. however, its valuation is also sky high, too. the valuation takes into account super earnings. that said, this was mildly positive news as intel's death has been exagerated and that is a relief. was last q a bottom? it will be interesting to find out...

To: Dwight E. Karlsen who wrote (32525)	9/11/1998 12:13:00 PM
From: Knighty Tin	Respond to of 132070

Dwight, A highly profitable co that is burning its cash at a record rate. But we aren't talking about profitability. We are talking about valuation of a stock. And 24 times non-growing, non-dividend paying earnings sounds awfully steep to me. You can make your own valuation decision using your own dividend discount model. The only thing I am trying to caution is not to drool every time they ring the bell with these half-truth statements. MB

To: Dwight E. Karlsen who wrote (32525)	9/11/1998 3:00:00 PM
From: Thomas M.	Read Replies (1) \| Respond to of 132070

"Intel's Latest Fable" #reply-5726082 Tom

To: Dwight E. Karlsen who wrote (32525)	9/12/1998 12:48:00 AM
From: PaperChase	Read Replies (1) \| Respond to of 132070

Dwight. Intel is either a growth company or it isn't. No real gray area. Y of Y decrease tells me this isn't a growth company. Over a year ago when Pentium II chips were hitting the streets in volume, investors were proclaiming this would lead to growth. Well, now we know just the opposite has occurred. So you point to the new Xeon chip and we hear about future growth. Ok, but what has really changed? This chip will be discounted like all the rest. Intel's next growth phase probably won't occur until 2001 with the Merced 64 bit chip. You can say good-bye to $1000 PCs next year. As MB has said and I concur, the average PC will fall to the price of an expensive TV set.