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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Jim McMannis who wrote (93652)	12/9/1999 1:39:00 PM
From: Tony Viola	Respond to of 186894

Jim, Sure, I may pile it on now but you'll thank me later...<G> How would I thank you later? Because I might buy more now? I don't think so, need more exposure to da net (infastructure). Might be a buying op on EMC and Cisco, but not as far down as GV's -50%. Et Tu Brute. Tony

To: Jim McMannis who wrote (93652)	12/9/1999 1:39:00 PM
From: L. Adam Latham	Respond to of 186894

Jim: Re: Just to balance it out, isn't Intel making a fortune on VA Linux today? Up about 230! Yes, if I read the LNUX S-1 correctly, Intel owns about 3.5M shares at a price of around $0.50 per share. At the current LNUX price of $267, Intel has an unrealized gain of approximately $934,500,000, which is approaching 1/4 the market cap of AMD! Think about it, a one-day profit that is one-quarter the market cap of your closest competitor! Wow! That tracking stock idea sure is looking good, as the market is clearly not factoring in Intel's tremendous investment portfolio, IMO. Adam

To: Jim McMannis who wrote (93652)	12/9/1999 2:03:00 PM
From: Tony Viola	Read Replies (3) \| Respond to of 186894

Jim, can't get that YUK Register out of my craw. All processors have "errata", a nice word for bug. Does anybody know if that sorry excuse for a technical rag has ever made mention of any Athlon errata? I know they have them. Last I saw, the count was around 60, not unlike the PIII, except the 60 for Athlon was months ago. Errata lists continue to grow for the life of any CPU product. How do we know what kind of horror show errata Athlon may have when nobody bothers to bring them out into the public. From now on, I declare, with all the powers vested in me (0), that the YUK sucks. Major. It is completely one-sided and anyone who quotes from it might as well also quote from some Enquirer or other. Tony