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

To: Road Walker who wrote (104710)	6/22/2000 11:02:00 AM
From: Freedom Fighter	Respond to of 186894

>>It's much easier for folks to follow established valuation rules, than it is for them to think through a new value system for investment results. If a $10 investment in XYZ company is coupled with a technology sharing agreement that makes better XYZ products, and that is coupled with Intel becoming a customer of XYZ company, how does that effect the potential of the $10 investment? If XYZ companies products increase the sales of Intel products, what is the incremental value to that $10 investment? The $10 certainly has more value than an individual or institution buying the same amount of common stock.<< While I agree that there are clearly benefits to both Intel and XYZ, the value of those benefits should be judged based on the incremental "earnings via income" streams they produce and not the capital gains that can be achieved in a speculative environment by selling a position.