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

To: Road Walker who wrote (104782)	6/23/2000 8:52:00 AM
From: TimF	Respond to of 186894

I don't value Intel for the book value of it's fab's, I value Intel for the profits that the fabs produce. The profits are not booked until the products are sold. I like the same model for Intel Capitol, after I have a track record. When Intel fabs make a profit they don't partially disapear. When Intel sells stock for a profit some of it's stock position goes away and its potential for future profits is lowered. Tim

To: Road Walker who wrote (104782)	6/23/2000 9:18:00 AM
From: GVTucker	Read Replies (1) \| Respond to of 186894

John, RE: I believe it should be reduced by $2.3 Billion, Intel Capitol has less (book) value after producing massive gains from the Micron sale. Why should $2.3 billion in cash be worth less than $2.3 billion in MU stock? I realize that there is an accrued tax liability for the latter and an actual tax liability for the former, but outside of that, there really is no big difference. Agree to disagree? Heck, I thought we did that a few dozen posts ago.