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

To: Process Boy who wrote (96519)	1/17/2000 2:14:00 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

PB, thanks for posting the Intel capital site. Some random comments: $8 Billion dollars total portfolio value! Holy Batman! Isn't this function, or activity kind of unique for a big tech company, at least in its magnitude? Microsoft also comes to mind. I didn't see CMGI. Did they sell it all? (Don't expect you to have to answer this). They have Ariba but no Commerce 1. I always hear those two mentioned first in B2B company discussions. They have three DSL CLEC (Competitive Local Exchange Carrier) companies, like Covad, so I thought Intel might favor DSL for the last mile. Then I saw they also have At Home Partners, general partnership. Is that Excite-At Home, which is big in cable I wonder? Nothing wrong with investing in each of two gorilla possibilities. Name 'Intel Capital', mimicking GE Capital? Sounds like a good, safe, conservative name. Any tracking stock consideration going on at Intel, I wonder? Louis Holland, guest panelist on Wall Street Week last Friday pointed out that, with a tracking stock, the management of the tracked entity remains the same. This is vs. a spin - off, where there is distinct management for the new company. So, it could remain under Andy and Craig, where it seems to be doing OK, to say the least! Tony