Friday, February 17, 2006

INTC stock gets whacked thrice per quarter

Observation and projection for INTC

1) first INTC reports bad results, whack #1

2) then AMD reports share gains, whacked again

3) then DELL reports bad results the next month, whacked yet again

Observation and projection for DELL

I smell something cooked in Jim Schneider's testimony.

DELL's price/book is at 17.5 right now, much higher than GOOG's price/book of 11.5.

At the current rate of decline, DELL's stock holder equity will become 0 in 18 months -- Enron time.

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