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

To: John Hull who wrote (106049)	7/21/2000 5:37:34 PM
From: Road Walker	Read Replies (1) \| Respond to of 186894

John, re: the key to comfort is consistency. As I've said before, the thing Intel needs to do is forecast interest and other in the quarterly guidance and then hit that number on a regular basis. Obviously Intel didn't do that this quarter. The sale of the Micron stock didn't add credibility to the original forecast = results. I'm not sure that exceeding guidance, and the subsequent decrease in the value of the portfolio, isn't just as damaging as a near miss of guidance. John

To: John Hull who wrote (106049)	7/24/2000 8:39:45 AM
From: GVTucker	Respond to of 186894

John, RE: As I've said before, the thing Intel needs to do is forecast interest and other in the quarterly guidance and then hit that number on a regular basis. It seems to me that what Intel should do is maximize the value of the Intel Capital portfolio, regardless of the volatility of the numbers or the accuracy of the guidance. Wouldn't that create the most value for shareholders in the long run? In looking at recent performance of Intel Capital, Intel shareholders are fortunate that Intel hasn't seemed to worry all that excessively about hitting an artificial target.