Intel Corp (INTC)

[Maui]

wanna_b,

"I think there is some significant upside to Intel's earnings, above what the analysts have estimated"

Does that translate into significant upside to Intel stock price? At EPS of $1.00 in 2006, the stock is overvalued currently. So, IMO, the stock already reflects the upside over and above analyst estimates.

My high end estimate of annual EPS in 2-3 years is about $1.60, unless Intel finds a way to reduce cost significantly from the current level to offset falling ASP of MPUs/PCs. A long-term sustained growth of 10-15% in EPS might push the stock to low to mid twenties (my best case) in a couple of years. Not bad, but not spectacular either. For me, the dividend and writing covered calls makes it more attractive.

What do you predict Intels EPS to be over the next 3 years?

Maui.