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

To: Felix Appolonia who wrote (102385)4/15/2000 1:14:00 PM
From: Road Walker  Read Replies (2) | Respond to of 186894
 
Felix, re: Intel Capital

Although I'm sure the portfolio has taken a huge hit, it only reflects in earnings when Intel sells a position. Then the capital gain or loss is applied for or against earnings.

John



To: Felix Appolonia who wrote (102385)4/15/2000 1:15:00 PM
From: John Koligman  Read Replies (1) | Respond to of 186894
 
Felix, I don't think it's a positive <ggg>. Just to give you an example, Compaq has a large stake in CMGI which was acquired when they sold AltaVista. CMGI has gone from 163 to 52...

Regards,
John



To: Felix Appolonia who wrote (102385)4/15/2000 4:23:00 PM
From: deibutfeif  Respond to of 186894
 
Felix et al, on Intel Capital:

1) I think they sandbag what they claim to be unrealized gains (holdings) considerably so as to not be vulnerable to the market whims.

2) Whatever they report for Q1 won't have been liquidated in the past few days, rather such gains would have been realized throughout the quarter, during most of which the market was up.

~dbf


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