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The Duke of URL

04/21/08 2:50 AM

#61755 RE: Tushar Patel #61753

informative post, but you do not consider that PG grew somewhat by acquisition. A huge part of the increase in both revenue and income was the acquisition of Gillette for stock.

I am not sure about GE, but to the extent that it has grown the particular numbers you display through acquisition, they will also be skewed.

Also, GE, is basically a loan company, with huge exposure in the credit market. I wouldn't want to be mounted on that particular pony right now.

But I will give you that 1.4% income per year over the last 10 years is an embarrassment. This was mostly under Barrett reign with 5 billion dollars a year on fabs that now have to be refitted.

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Sarmad

04/21/08 11:24 AM

#61767 RE: Tushar Patel #61753

Of course the data you posted is historically accurate as the basis of how INTC share price has gotten to its current value.

But to the people who invest in INTC, we think the growth rate will go higher due to new products and much better competitive position, as well as a step up in growth in the over-all market for computers and electronics.

We might be right or possibly wrong. But that's the bet. Whatever info that can help estimate future earnings is welcome. Currently the drivers are leadership in process and products. As well as the deterioration of the competition.