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

To: Tony Viola who wrote (65430)9/25/1998 12:26:00 PM
From: Mary Cluney  Respond to of 186894
 
Tony,>>>considers Cisco too expensive based on price to earnings ratios at the moment. <<<

Sounds a little bit like Greenspeak - he's trying to tell us something.

Cisco is too expensive by adding $8B to top line revenues for $103B.

But is Coms too expensive by adding $5B to top line for $12B?

Mary




To: Tony Viola who wrote (65430)9/25/1998 12:27:00 PM
From: Ibexx  Read Replies (1) | Respond to of 186894
 
Tony and thread,

Lehman Brothers initiated coverage of INTC with a "outperform" rating whereas giving AMD a "neutral".

What a switch considering the fact that Michael Gumport of LB has been the Ken Starr to Intel for years!

Ibexx


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