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

To: Road Walker who wrote (102204)	4/11/2000 11:11:00 PM
From: Jim McMannis	Read Replies (3) \| Respond to of 186894

Man, this thread is really dead...I see some Intel faithful even posting on the AMD thread for something to do... This probably means Intel is a screaming buy... Jim

To: Road Walker who wrote (102204)	4/11/2000 11:53:00 PM
From: greenspirit	Respond to of 186894

Jim and thread, article... Intel unlocks CDSA by Tatum Anderson 11 April 2000 15:43:00 GMT netimperative.com

To: Road Walker who wrote (102204)	4/12/2000 8:02:00 AM
From: GVTucker	Read Replies (1) \| Respond to of 186894

John, RE: Intel's support for a company can go beyond capital. With their influence in the industry, their promotion of a new technology can at the least make it viable and at best make it a standard. In any case it adds value to the company they invested in, a nice value loop. I don't think Kleiner Perkins, Benchmark, or Vulcan have this type of influence. Do I misunderstand your posts, or are you against the Intel Capital concept? I think that you drastically underestimate the influence that a firm like Kleiner Perkins wields nowadays. Additionally, you must be misunderstanding my posts. I am not against the Intel Capital concept, I just think that a lot of people are overestimating its impact on Intel as a whole. There are a bunch of things more important in understanding Intel's worth. Yes, I know that the current value of the portfolio is probably around $10-12 billion (the private investments are valued at cost, and probably vastly understated), but as an example, Rick Sherlund's remarks this morning about MSFT are more important to Intel's market cap than the entire value of Intel Capital.