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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host -- Ignore unavailable to you. Want to Upgrade?

To: Diamond Jim who wrote (8394)	10/13/1998 6:01:00 PM
From: Cynic 2005	Read Replies (2) \| Respond to of 42834

Jim, <<MB is the same a$#$^(* that said Intel should be at 26 about 3 months ago. >> This I call an emotional outburst. All I can say is that you just have NO IDEA about MB's ability to judge stocks!

To: Diamond Jim who wrote (8394)	10/13/1998 6:51:00 PM
From: Skeeter Bug	Read Replies (3) \| Respond to of 42834

james, mike has good analysis. a no growth stock like intel doesn't deserve a 26 pe except in an irrational bubble market. the problem is that the rest of america is dumb and can't figure out intel is a no growth company. that is, until they don't grow for awhile. mike called the bank stocks - ahead of time, to a "t." when atmel was $50 he said $10, bingo. hated xlnx and altr. he was wrong on the stock (dead right on the business - but dumb is as dumb does - and dumb believed management that "next q would be great" for 6 qs. they then figured out - after 6 straight q's of nothing, that management was full of crap). intel, if they don't grow as they haven't been, is worth maybe 60% of the present valuation. if they do grow then they are worth more. i don't think they grow for a while.