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To: GVTucker who wrote (156278)	4/12/2000 10:31:00 AM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

RE: kemble, I do know that of the $2 billion originally invested by Intel Capital, about $1 billion was invested in the past year, so on a weighted average basis, the 'head start' isn't near what you imagine it to be. So actually until we know all the facts there is no way anyone can say who is doing the best? What we can decipher is all three that have engaged in this investment concept are doing quite well....I'm just glad we have Tom Meredith at the helm...I'll bet on his record every time...What Patrick and I originally were discussing was IF this type of return continues....at what point does a shareholder or perspective shareholder say....HEY...Look at this!!