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Technology Stocks : Intel Corporation (INTC)
INTC 35.53-1.1%Nov 14 9:30 AM EST

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To: Paul Engel who wrote (94382)12/20/1999 7:22:00 PM
From: John Hull  Read Replies (2) of 186894
 
Paul, re:"Intel's Portfolio is much larger - and probably better than CMGI's - but Intel's portfolio INCLUDES about 4% of CMGI !!!!"

and a nice % of Inktomi, Redhat, Ariba, VA Linux and about 300 more companies as well. Maybe we should be comparing CMGI to Intel, not the other way around. (I wish INTC had the recent appreciation of CMGI.....)

regards,
jh
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