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

To: Tony Viola who wrote (74348)	2/23/1999 7:38:00 PM
From: Harry Landsiedel	Read Replies (2) \| Respond to of 186894

Tony Viola. Re: "to help you value "overvalued" stocks like, MSFT, CSCO, INTC". I've seen several lazy analysts lump msft, csco, dell, and intc together and say they are "overvalued". One even gave a combined PE of 61. Intel clearly has the lowest PE among the big 4, at least half of the others. From the latest Value line (which figures PE on past 6 mos and next 6 mos estimate) I get the following: Intc: 33.7 MSFT: 71.5 CSCO 69.5 Dell 71.5 Inotherwords, for a "gorilla" Intel's PE has room to expand. I didn't figure what the "monkey" was worth.:) HL

To: Tony Viola who wrote (74348)	2/23/1999 11:07:00 PM
From: carl a. mehr	Read Replies (1) \| Respond to of 186894

Tony, Thanks for the fine explanation of Gorillas, Chimps, Monkeys, Kings, Jacks etc. I will follow it closely when I give a summary of "The Gorilla Game" at the next NAIC investors club meeting. Having had a fling in Dell I am still counting my money, $, $+1, $+2, .... and feeding it to the Microsoft gorilla. The margin boys wants Intel to be less than 60% of my portfolio. ( Others even prefer it to be less than 50%). OT** I have just been honored by an SI group (of one?) in at Atlanta. They sent their emissary out to San Diego to present me with a winning trophy. This is not BS.( I am sure others have done better). The trophy reads: 1998 Stock Market Total Return FIRST PLACE Humble Carl Mehr 92% For the first time in my life I was left speechless; I am still humble carl