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

To: GVTucker who wrote (102212)	4/12/2000 8:31:00 AM
From: Road Walker	Read Replies (1) \| Respond to of 186894

GV, re: "I think that you drastically underestimate the influence that a firm like Kleiner Perkins wields nowadays." And I think you may be underestimating Intel's influence. re: "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." I don't believe anyone represented Intel Capital as the most important part of Intel's valuation, it's a variable piece of the total valuation and not insignificant. re: "Rick Sherlund's remarks this morning about MSFT are more important to Intel's market cap than the entire value of Intel Capital." GS comments will have a short term effect on the stock price. The real long term fundamentals of the industry coupled with investor sentiment will determine the future market cap, which is more important to most of us than todays stock price. Intel Capital has much more important part in Intel's value than one analyst's comment on one day. John