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

To: Mary Cluney who wrote (77440)	3/30/1999 10:54:00 AM
From: Burt Masnick	Respond to of 186894

Thanks for your thoughtful and carefully detailed answers. As a long term holder and observer I tend to agree with you, though you provided several fresh insights. The industrial use of healthy IQ microprocessors and microcontrollers should show very substantial growth. One quick point. I asked 2) Will Intel's non-PC ventures maintain the growth of both revenues and profits? What I meant by that question was not Intel's investments which are, in my opinion, exactly what you suggested - ways for intel to foster technologies that might stimulate pc demand and usage and to keep their "intelligence" level high. What I did mean was growth in the other areas of products they are into -everything from Create and Share to Networking products. Sorry if I was unclear or ambiguous. Thanks again and good investing, Burt

To: Mary Cluney who wrote (77440)	3/30/1999 11:15:00 AM
From: Chris Carlson	Read Replies (1) \| Respond to of 186894

Hi Mary, re: "Intel stock will sell at discount to the S&P." Is this true? I had thought with the PE expansion these past few months that Intel now sold at a slight premium to the S&P (as they should [un understatement]). I could be wrong, but I thought the S&P was at about 30p/e. Please correct me if I'm mistaken. Chris

To: Mary Cluney who wrote (77440)	3/30/1999 1:01:00 PM
From: Amy J	Read Replies (1) \| Respond to of 186894

Mary, Re: "Intel is managed by intelligent grown ups with grown up mentality ( as opposed to MSFT - run by intelligent grown ups with juvenile mentality." I was not aware you knew every manager at Microsoft? Anyone I know? Amy J

To: Mary Cluney who wrote (77440)	3/30/1999 11:01:00 PM
From: t2	Read Replies (1) \| Respond to of 186894

Intel is managed by intelligent grown ups with grown up mentality ( as opposed to MSFT - run by intelligent grown ups with juvenile mentality). Anything that can be humanly anticipated will be dealt with by Intel managment in the most rational manner Hey, I think we need some juvenile mentality at Intel!!!<g> Just see what MSFT stock has done in the past few years. Even now, it is at an all time high (hit 500 billion market cap today--1st company ever to do this). Tech wreck or not---lawsuit or not----and still at its all time high! All this while they are getting a beating in the court. Something to think about BTW-I know i have simplified it but "grown up" management is not necessarily the best----just check with IBM when they were getting beaten by Microsoft a few years. I remember interviews of Microsoft employees on TV back then (in casual clothing), making fun of the suits at IBM. I am serious, they were making fun of the conservative dress codes at IBM. A fellow graduate applying for a job at IBM had to go out and buy a conservative suit for the interview (around 1987). In that time period, conservative clothing meant grown up----Microsoft did a lot to change that in my opinion. I might have gone off topic just a little. sorry.