MoneyHeavy
Portfolio
Intel
Intel <% if gsSubBrand = "aolsnapshot" then Response.Write("(Nasdaq: INTC)") else Response.Write("(Nasdaq: INTC)") end if %>, $163 3/4
David has written and spoken quite eloquently about Intel's business over
the past year. I'm excited to be adding this stock to the MoneyHeavy portfolio.
Speeding up the PC and multimedia applications can't ever happen enough.
For investors, Intel and Microsoft are the perfect quarreling lovers -- shouting
at each other all day and making up before midnight. Intel is the second
of four technology companies on this list. They are in an extraordinary
competitive position; they are supported by a first-class management team;
and they have done a bang-up job of putting themselves in front of the consumer.
As long as everyone stays healthy over there, Intel should be trading at
the same sort of growth multiple that the other cash-laden, global-growth
technology businesses are.
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