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Technology Stocks : Intel Corporation (INTC)

INTC 34.53

-0.5%

2:32 PM EST

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To: Frank Ellis Morris who wrote (99299)	2/16/2000 7:03:00 PM
From: Amy J	Read Replies (1) of 186894

Hi Frank, RE: "Allen Greenspan" I heard (but haven't confirmed) that Greenspan has his entire portfolio in t-bills. RE: "All you need to do is look at your portfolio and ask yourself if you want it to be left at the hands of this party and Fed chairman for another four years" Because I invest in INTC (especially during the dips), my portfolio has done well (one account 50% increase since December due to INTC). I can sleep better at night knowing the majority is in INTC (aka Switzerland). The B2C Internuts are out of favor right now (B2B is still in): I've heard it now takes about a whopping $100MM to do decent consumer marketing for any extremely serious B2C startup. Glad I'm not involved in consumer marketing (I'd prefer to spend money on innovations rather than brainwashing). This figure seems to coincide with MS's recent announcement regarding their intentions to spend $150MM on consumer marketing for MSN. Really bloated market. I just heard about a $500MM investment into a startup (that would be the largest I believe) - forgot which company. It was only last year that a startup received (what I think was) the industry's first $100MM as "startup" funds. Geez. I think the average VC deal (about 5 years ago) was around 3MM, now it's up to about 12MM (I think last year it was about $10MM). That's 4Xs more in 5 years it seems. There were only ~ 350 companies which got funded last quarter (I had read; I actually think there were more because I know how many startups one large payroll firm had signed up on Jan 1st). Too much cash chasing too few deals. Too hot of a market. Seems to me cash supply should tighten up a bit and the quality of startups needs to improve back to the 1992-1994 levels (i.e. where startups actually brought in profits). I heard someone at a famous investment firm was quoted in a book (something like), put cat food out on the back porch and if it gets eaten, it's good enough. Yikes. Amy J

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