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

To: Road Walker who wrote (104707)	6/21/2000 2:22:00 PM
From: GVTucker	Read Replies (2) \| Respond to of 186894

Intel Capital is a basket of financial assets. For any portfolio, it seems to me to be logical to then look to book value. To take the most obvious example, there is no reason why publicly traded securities should be valued at anything other than 1x book value. The market has already set the price for you. Granted, book value of the private firms is understated. That is why you look at a multiple of book value and not 1x book value. There is certainly an argument that Intel Capital also helps out the core business of Intel with its investments. But it seems to me that this would already be reflected in the earnings and revenue growth of the core business.