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

To: Jim McMannis who wrote (106296)	7/28/2000 5:12:58 PM
From: AK2004	Respond to of 186894

Jim Re: Intel is a better company than 95% of the rest Could be, I could not resist it too - the 2003 spreads were dirt-cheap at the end of the day. as far as article, I agree that there is no real news but the prices are defined by mob. The more serious is Taiwan market problems due to part shortages and slower than expected pc demand. It is so bad that government is considering to buy stocks for support Regards -Albert

To: Jim McMannis who wrote (106296)	7/28/2000 5:22:41 PM
From: JDN	Respond to of 186894

To all: Did INTC split today? I know the date is the end of July (isnt it) but based on the price thought it might have come early. JDN

To: Jim McMannis who wrote (106296)	7/28/2000 7:48:36 PM
From: Petz	Read Replies (3) \| Respond to of 186894

Jim, <Intel won't get such a high valuation running a mutual fund/venture capital firm forever...Maybe some paranoid wall streeters decided to worry about that today...> And its a venture capital firm with a rapidly dropping portfolio value: Q1 earnings report: April 1, 2000 (in millions) Carrying Value UnrlzdGain Cost Marketable securities $9,809 7,800 $2,009 Non-marketable securities 1,009 Total portfolio $10,818 Q2 earnings report: July 1, 2000 (in millions) Carrying Value UnrlzdGain Cost Marketable securities $6,201 4,600 $1,601 Non-marketable securities $1,300 Total portfolio $7,501 According to the Q2 statement, Intel realized gains of just 2.1B in the second quarter. BUT THEIR UNREALIZED GAINS DROPPED BY $3.2 BILLION. An additional $1.1 Billion just disappeared. Intel can do this for one and a half more quarters and then there will be nothing to sell at a gain. Petz