SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Jon Stept who wrote (81730)5/26/1999 11:10:00 PM
From: Process Boy  Respond to of 186894
 
Jon - Re: Intel vs. The Street vs. perception.

You have a lot of valid points. I profess I do not really understand needing a compelling vision, versus intel's balance sheet, attention to core $20B+ business and publicly announced initiatives that are announced freely which are designed to grow the business and make a profit. I guess I am betting a) Intel will ultimately be very successful, b), street perception will change over time as "a" becomes apparent, and c) I am in the midst of a great buying opportunity while the street perceives that intel is plodding. I'm putting my money where my mouth is regarding "c". I qualify my position in that my investment timeline is extremely long. :-)

Thank you again for the thoughtful and articulate post.

PB



To: Jon Stept who wrote (81730)5/26/1999 11:14:00 PM
From: Gary Ng  Read Replies (1) | Respond to of 186894
 
Jon, Re: Intel does not know how to do that and because of that the street does not find Intel as compelling

That is why I like Intel :-)

Gary



To: Jon Stept who wrote (81730)5/27/1999 2:31:00 AM
From: Amy J  Respond to of 186894
 
Re: "And Microsoft, a company that seems to know about managing their stock, lets loose"

Jon, I appreciate your thoughtful post, but I tend to disagree with it. Like Intel, Microsoft focuses on its business and on executing their corporate plans. Both tend to avoid distractions, like rumors.

Like Process Boy said, eventually, b) catches up to a).

Elmer, I believe this will be repeated forever.

Amy J


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News