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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: Road Walker who wrote (104694)6/21/2000 10:40:00 AM
From: GVTucker  Read Replies (1) of 186894
 
John, RE: I think that depends on if "earnings" are commingled with other Intel operating income. If so, I think you may be right, it makes Intel Capitol less than an independent operating division and more of a parking place for excess capitol. If the "earnings" are maintained within Intel Capitol to reinvest, I would feel more comfortable in valuing it as an independent VC division that should trade on a multiple of it's realized performance rather than it's assets. Actually, it would probably be valued much higher on the basis of it's unrealized gains rather than it's realized gains.

Actually, I would argue just the opposite.

I DO advocate valuing Intel Capital as an independent VC division. That's my point. Value the core business as a multiple of earnings, and value Intel Capital as a multiple of book.
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