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


To: f.simons who wrote (80532)5/6/1999 10:57:00 PM
From: Process Boy  Read Replies (1) | Respond to of 186894
 
f. simons - < Has happened before many times, will happen again many times. If you say different, be prepared to lose out. >

I don't disagree. :-). I 've been going through this since the 80's, This may sound goofy, but I place a lot of faith in Intel's management. They have a methodology in place that incorporates scanning the landscape, and turning direction if need be.

Some argue that Intel almost missed the boat with the advent of the Value PC market, and I don't really disagree. But it did become apparent that this market was for real, and Intel turned on a dime, again. With the Whittney and the Celeron, I believe Intel has recovered quite nicely.

PB



To: f.simons who wrote (80532)5/7/1999 12:36:00 AM
From: Diamond Jim  Read Replies (3) | Respond to of 186894
 
"It runs up like crazy, splits, has a few rough months, runs up like crazy, splits again, and all the crazies talk about is the few rough months."

f,
I am long Intel but I am not so sure this is the truth about Intel any more. It was all over the news yesterday that Craig Barrett said we can't grow 30% yearly, we are just too big. Okay that's reasonable and the stock was at 102 in July of '97. I wouldn't call 102 to 119 in 21 months a crazy run up.

That's 16.6% in 21 months, not bad but not crazy.

jim