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

To: Mary Cluney who wrote (35950)	11/12/1998 12:50:00 PM
From: Knighty Tin	Read Replies (1) \| Respond to of 132070

Mary, ALL of the positive facts you mention have been present during the past two years of no growth. Growth is in the numbers and, though they do lie, which is another discussion, they sure haven't been there for Intel, even after their accounting sharp pencils. You cannot say a co. is growing when it is not, no matter how much you may wish it was so. The revenues may be growing. The pe ratio is sure growing as the fish bite the worm on the hook. The pay of the touty executives is growing. But eps and dividends are not growing. Intel is not going to be the guts of a new generation. They are the guts of yet another tweak to the ancient X86 architecture generation. It will require a co. with vision to get us to the next generation. I don't know who that will be. But I do know that the days of rabid pc sales that allowed Intel to charge whatever they wanted are over. This monopoly has matured and when this negative-growth cycle finally turns, we can expect nothing but slow eps growth in the future. I don't have any people. So, they won't be calling your people. <G> MB