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

To: gbh who wrote (51806)3/13/1999 2:39:00 PM
From: Bill F.  Read Replies (1) | Respond to of 132070
 
please,the point is what happens next.maffei doesn't know that since his vision is what is shipping NOT what is selling ergo "they are at the back of the food chain(i have discussed this personally with him,btw).selling is slowing and backing up thefood chain. this takes a little time not measured in nanoseconds.also the point about intc high end is that prices are sliding as the mkt moves sub 1000 and corp y2k trails off to zero soon.p2/p3 will both tank in price as this unfolds.at 10x revenues i don't think you have much room for error in this stock.at least the insiders seem to disagree when it comes to their own money.



To: gbh who wrote (51806)3/14/1999 11:32:00 AM
From: Knighty Tin  Respond to of 132070
 
Gary, But every positive you mention in your note was present for Intel last year and they had negative eps growth. And negative eps growth does not cut it for a stock selling for a whopping 34 times non-growing eps. I agree that this quarter is iffy. But that Intel is in for some tough love this year, I have no doubt. Especially at its inflated stock price.

MB


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