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

To: Road Walker who wrote (104791)	6/23/2000 3:01:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

John, noticed on the Dell site, that, apparently, they demoed a PowerEdge server based on IA64 (which would be Itanium now). Interesting in that sounds like, at least right now, they plan to use the same name, PowerEdge, for IA64, as they've been using for Xeon based servers. Getting closer... SAPPHIRE 2000, June 14 ? 16, 2000, Las Vegas, NV. Visit Dell booth #1665 for exciting demos featuring Dell PowerEdge? Servers and PowerApp?, including a demo of a Dell IA64 PowerEdge Server prototype running my SAP.com on Microsoft© 64-bit Windows?. For more information or to register for SAPPHIRE 2000, please visit wwwext03.sap.com The notice is at the bottom in the article below. dell.com Tony

To: Road Walker who wrote (104791)	6/23/2000 5:56:00 PM
From: Tom Chwojko-Frank	Respond to of 186894

Second, assuming $2.3 Billion in Micron stock was sold, and that amount was commingled with other Intel funds, you have to penalize the book value of Intel Capitol by that amount. Even though the gross profit margin was 80% +/-, ROI 400% +/-. Is that a fair to lower the valuation of the Intel Capitol division? In my opinion, yes, if capital is removed from the Intel Capitol(sp?) then, I would lower its valuation. Then when other divisions of Intel get that cash, I can be reevaluate them based on that flow of money and how it's used. Now my question is: how are investors valuing the parts? The book value for Intel Capital and earnings based value for the rest of Intel happens to make sense to me. Tom