John,
Yes, I remember Microsoft making a huge investment in a NE cable company, can't remember which one right now. I would make a *guess*, judging from what I have read about Intel's investments, that Intel's portfolio's appreciation has been better than MSFT's.
BTW, *thank you* to Intel, from at least this stockholder, for creating Intel Capital. Letting the public, press and analysts know the scope and value (and wisdom) of Intel's investments can't hurt the stock price.
I would still like to see a tracking stock, which would unlock the full value, but Intel Capital is a good second best.
Also, THANKS for a great 4th quarter...
John |