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Subject:  Re: Two more watchlist additions Date:  3/29/2011  9:02 AM
Author:  TMFGebinr Number:  295 of 1287

Did you every circle back to your INTC analysis after they reported full year 2010?

Hi Fletch,

Thanks for joining us here! Thanks, too, for bringing me back to this one. Here are the numbers:

3/28/11 11/8/10
Intel Corporation (INTC)
Latest stock price $20.34 $21.24

Predicted price $20.34 $21.24

Discount rate 15.0% 15.0%
TTM Earnings $11,485 $10,128
Growth 1-5 7.8% 10.1%
Growth 5-10 3.9% 5.1%
Growth term 0.0% 2.5%
# shares 5511.0 5576.0

Yeah, that's a pretty significant improvement. Removed the terminal growth and lowered the 1-10 year growth rates. Higher FCF was partially offset (to use management speak) by fewer shares. Definitely going to have to look at this one again.

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