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Technology Stocks : Intel Corporation (INTC)
INTC 36.97+0.3%10:03 AM EST

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To: GVTucker who wrote (138370)6/29/2001 8:22:35 AM
From: Dave  Read Replies (2) of 186894
 
GV,

I'm looking at Intel's Balance Sheet right now. I am assuming that their Portfolio is under these account, please correct me if I'm wrong...

Current Assets:
Trading Assets 1.545B

Long Term Assets:
Marketable strategic equity securities 1.159B
Other long-term investments 1.141B

I scanned their 10Q and couldn't really find a definition of their "Other LT Investments" However, assume that this is also part of their portfolio. Intel has 6.9B shares (fully diluted).

With trading assets valued at FMV and assuming 2x book for the other investments...

It adds approximately $1/share NAV. I guess the reason why I asked was that i've read about their portfolio and was trying to determine if that could "unlock some hidden value".
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