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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Joe NYC who wrote (96698)	3/3/2000 11:32:00 PM
From: kash johal	Read Replies (1) \| Respond to of 1575171

Joe, re: chances of success I doubt if the diversification will go well as i have already stated. As far as dividends etc. Stock buybacks are better and more tax efficent. Intel has done this. And promptly issued more stock as options to employees. As long as the shell game goes on and stock goes up - its no problem. BTW I don't know if you read Fleckenstins market wrap, He commemted that the SOX rose today by as much as its value in 95. While semi sales in dollar terms are almost stagnant since 95. Now I know fleck is usually wrong but even if the real numbers are close then those are scary numbers. But you have to grow both topline and bottom line long term IMHO. And Intels not doing it, yet the stock is up dramatically since 95. I think they have to diversify, I just wish they had picked some biggies. regards, kash

To: Joe NYC who wrote (96698)	3/3/2000 11:45:00 PM
From: Bill Jackson	Respond to of 1575171

Josef, It makes some sense the Intel way. those idiots in the 80's in Japan used borrowed cash to buy inflated assets, which cratered, leaving the debt bobm that humbled Japan in the 90's. Intel invests at a lower level with cash on hand and each one of the seeds has the potential to grow to Intel's size??. You want to invest it yourself....sell and do so, in part with selective investments. right now there is a huge rush to find trading shells on the pinks, OTC and Canadian exchanges to do reverse back door takeovers on. Look for stuff that has been trading at 3 -10 cents and has cash on hand and has all filings up to date. People are buying those control blocks and vending existing companies into them and getting them trading as the new company. Some recnt ones I have followed are Legend on the OTC LGDR, Miranda MAD (www.CDNX.ca Canadian Venture exchange), Geodex GXM CDNX. All of these have gone from 10 cents or less to 30-80 cents in the past month. VPR CDNX is another that is also going that way, at 9 cents now. These are all Canadian mining companies that are into this takeover situation. I am looking for more as using this approach can get a company trading in a few weeks instead of the many months an IPO needs, and you get huge ratios, 5:1 or more and small risk as they are down at a dime or so(reflecting cash values) and have little downside. There are quite a few that will do it over the next year.....who are they...that is the question. So that is what intel is doing in effect, they invest in these companies when they are private or as share companies at a very low level and if they make a good prediction.....10:1 or more. Often it makes sense to shadow trade them, but as soon as the news is out.....rocket time. Bill

To: Joe NYC who wrote (96698)	3/4/2000 3:09:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 1575171

Jozef - Re: "So instead of returning the excess profit to the investors in form of a dividend, they try to become a venture capitalist, private equity investor, investment manager, turnover specialist, creditor." In 1999, Intel's Intel Capital Venture fund earned MORE in profits than AMD has earned in profits since AMD was founded 1n 1969, 31 years ago. Your ability to find fault with an OUTSTANDING SUCCESS STORY reflects your commitment to supporting second class causes. Paul