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

To: Michael Bakunin who wrote (75780)	3/8/1999 4:51:00 PM
From: t2	Read Replies (1) \| Respond to of 186894

Gateway CFO expected on CNBC at 5:20. Should be very interesting. Might get a Pentium III comment.

To: Michael Bakunin who wrote (75780)	3/8/1999 5:52:00 PM
From: vince doran	Read Replies (1) \| Respond to of 186894

Michael: I posted my concerns about Intel's margins at ~140, but unfortunately did not sell. Those concerns were based entirely on Intel's ability to grow profits at a rate commensurate with the multiple embodied in its valuation. I would be interested in seeing your model. How much weight do you give to money-flow supply (401/IRA) supporting generally higher PE's for the foreseeable future? How do you weight Intel's continuing growth in the higher-margin space that they chase SUN/SGI etc. out of? (I do not think the AMDs will gain much ground there.) Vince holding, but weighing the alternatives. "A fanatic is someone who cannot change his mind and will not change the subject" Churchill

To: Michael Bakunin who wrote (75780)	3/8/1999 6:01:00 PM
From: Gary Withers	Read Replies (2) \| Respond to of 186894

Re: "Price remains everything;...other worries are details...valuation trumps all at the end of the day...Intel's fair value? I still think it's under $100..." If this is true, I would have to estimate Intel's fair value at the end of THIS day as about $119.63, assuming price really IS everything. All the other valuations must be just details. I wish we could buy shares at your estimated value, but on the other hand, five weeks from today, it will be possible to buy all the shares we can afford at under $100. GW