Ted, and Petz,
re: < Forget the spin....its Edelstone's factual comments that affirm what you and Goutama have been saying for some time. >
I have been busy analyzing Intel's financial reports while the this thread was busy discussing about upcoming P4, benchmarks, etc. It may sound strange, but in my opinion P4 release will be a good thing for AMD.
Now, getting back to Intel financial reporting - I realized how skillful Intel has been in managing its revenues growth, and eps growth without a stellar growth in its core business. I never took time to look at other big companies that are similar in size to Intel, but I strongly believe they all do this kind of stuff.
Do you know that only 26 cents out of the 41 cents reported by Intel in Q3'00 was the actual operational earnings per share?
Another thing with companies like Intel - when their stock price reaches all time highs, they gain an additional 2 to 3 cents of earnings per share. I will post more details later after I complete compiling of some more info on Intel's financial tricks.
Following is the data that I compiled on Intel's capital. It consists of four relational tables. The second table depicts the valuations of their holdings as of Nov 10, with respect to Sept 29,00. I checked the prices of the most of the Intel Capital stocks today, and I believe their valuations have gone down even further by another 10-15% since Nov 10.
The data shown below contains close to 90% of publicly traded companies that are part of Intel Capital.
Intel Capital Transactions - Q4'00
==================================
(source: Yahoo Finance)
Table: 1
--------
A sample of Intel Capital Holdings:
==================================
Symbol Company Name
------- ------------
ACOM AGENCY.COM Ltd. is an international Internet professional
services firm.
ADBL Audible, Inc. is a provider of premium spoken audio content,
such as audio versions of books and newspapers and radio
programs, that is delivered over the Interne
AOL America Online Inc. is engaged in interactive services, Web
brands, Internet technologies and electronic commerce services.
ARBA Ariba, Inc. is the leading business-to-business (B2B)
e-commerce platform and network services provider.
ASIA Asiainfo Holdings, Inc. is a provider of Internet-related,
information technology professional services and software
products in the People's Republic of China.
ATCM At Comm Corporation develops and distributes integrated
communications systems that provide smart telephony
and data networking capabilities.
AVID Avid Technology, Inc. develops, markets, sells and supports a
wide range of software and systems for creating and
manipulating digital media content.
BDE Brilliant Digital Entertainment, Inc. is a pioneering
entertainment content provider and 3D animation technology
developer for the converging Internet and television markets.
BEOS Be Incorporated offers software platforms designed for
Internet appliances and digital media applications.
BWAY Breakaway Solutions, Inc. is a Full Service Provider
(FSP) of e-business solutions that allow growing enterprises
to capitalize on the power of the Internet.
BWEB BackWeb Technologies Ltd. is a provider of Internet
communication infrastructure software and application-specific
software that enables companies to communicate
business-critical, time-sensitive information throughout their
extended enterprise of customers, partners, and employees.
CENL.OB Centennial Technologies, Inc. and its subsidiaries design,
manufacture, and market an extensive line of PC card-based
solutions to original equipment manufacturers and value added
resellers.
CLRN Clarent Corporation provides Internet protocol or IP
telephony systems.
CMGI CMGI Inc., a leading global Internet operating and
development company,
COVD Covad Communications Group, Inc. (Covad) is a provider of
broadband communications services to Internet service provider,
CRDS Crossroads Systems, Inc. is a leading provider of storage
routers for Fibre Channel Storage Area Networks (SANs).
CWLD CrossWorlds Software, Inc. is a provider of e-business
infrastructure software that enables the integration and
automation of business processes within enterprises
and among trading partners using the Internet
DTHK DigitalThink, Inc. provides online learning solutions
designed to address the strategic business objectives
of its customers by helping them to .....
ETYS eToys Inc. is a Web-based retailer focused exclusively on
children's products, including toys, video games, software,
videos, music and baby-related products.
ESFT eSoft ,Inc. provides a flexible, customizable and expandable
product suite, enabling rapid delivery of a complete
Internet connectivity solution
FOGD Fogdog Sports is a leading online retailer of sporting goods.
GSPN GlobeSpan, Inc. is a worldwide developer of advanced digital
subscriber line (DSL) integrated circuits, which enable
high-speed data transmission over the existing network of
copper telephone wires known as the local loop
HAXS HealthAxis, Inc. is an online insurance provider of fully
integrated, end-to-end solutions for health insurance
distribution and administration that utilize the Internet
HEAR HearMe develops, operates and licenses technology that
enables real-time Internet communication and communities
where people can gather to share affinities, interests,
or ideas.
HYBR Hybrid Networks, Inc. designs, develops, manufactures and
markets broadband access products, primarily for wireless
systems, that provide high-speed access to the Internet for
business and consumers.
IBEM iBEAM Broadcasting Corporation (iBEAM) provides an Internet
broadcast network that delivers streaming media to large
audiences of simultaneous users with viewing and listening
quality that can approach that of television and radio.
IASIA Asiacontent.com, Ltd is an Asian Internet company providing
online solutions and advertising services, with significant
media investments.
ICST Integrated Circuit Systems Inc - design development and
marketing of silicon timing devices for a number of
high-growth application segments.
IMMR Immersion Corporation develops hardware and
software technologies that enable users to interact with
computers using their sense of touch.
IONA IONA Technologies PLC, an enterprise portal
company, is a leading vendor of standards-based
e-business infrastructure.
IPRT iPrint.com, inc. is a provider of online print services
for small businesses and consumers, as well as a
provider of private-labeled online solutions for the
commercial printing industry.
ISLD Digital Island, Inc. offers a global network and related services
for companies that are using the Internet to deploy key
business applications worldwide.
ITXC ITXC Corp. is a service provider for voice on the
Internet. ITXC WWeXchange Service provides
phone-to-phone wholesale call completion for carriers ....
IVIL iVillage, Inc., referred to as "The Women's Network," is an
online destination targeted at the interests and needs of
women aged 25 through 54.
JWEB Juno Online Services, Inc. is a leading provider of
Internet-related services to millions of computer users
throughout the United States.
LAUN Launch Media Inc. is a media company that offers a
compelling online music discovery experience for
consumers and provides a valuable marketing
platform for record labels, artists, advertisers and merchants.
LCTO El Sitio Inc. is an Internet media company providing
country-specific and global interactive content for Spanish
and Portuguese-speaking audiences in Latin America and the
United States
LMIN Lastminute.com offers consumers in the United
Kingdom, France, Germany and Sweden last minute
opportunities for airline tickets, hotel rooms,
entertainment tickets, restaurant reservations, ....
LOUD Loudeye Technologies, Inc. is a provider of Internet
media infrastructure services and applications that
create a complete solution for the media,
entertainment and enterprise markets.
LNUX VA Linux Systems, Inc. provides Linux-based solutions,
integrating systems, software and services.
LQID Liquid Audio, Inc. provides an open platform that
enables the digital delivery of music over the Internet
LSPN Lightspan, Inc. provides curriculum-based educational
software and Internet products and services used both in
school and at home.
MGI.TO MGI Software Corp., incorporated on September 22, 1995 in
Ontario, develops markets and supports multimedia products
in the digital photography, video editing, three-dimensional
graphics and page layout markets of the personal computer
software industry
NMTC Numerical Technologies is a commercial provider of
proprietary technologies and software products that
enable the design and manufacture of sub-wavelength
semiconductors using existing design tools and
semiconductor equipment.
NPNT NorthPoint Communications Group, Inc., a provider of DSL
services, is building a global network designed to deliver
affordable, dedicated high-speed Internet access, streaming
content and other value-added services to consumers
and businesses around the world
NUAN Nuance Communications develops, markets and supports a
voice interface software platform that makes the information
and services of enterprises, telecommunications networks
and the Internet accessible from any telephone.
OMKT Open Market, Inc. is focused on e-business solutions
that enable universal customer relationship management
(UCRM) through an integrated suite of applications for managing
online content, commerce and e-marketing worldwide.
PCTL PictureTel Corporation is engaged in developing,
manufacturing and marketing visual and audio
collaboration solutions.
PNJA Panja Inc. designs, develops, and markets advanced
electronic equipment and software that enable the
distribution of Internet content to non-PC devices
PROX Proxim, Inc. designs, manufactures and markets high
performance wireless local area networking (LAN)
and building-to-building network products based on
radio frequency (RM) technology.
PRVW Preview Systems, Inc. develops and markets a
solution that enables networks for the electronic
distribution and licensing of digital goods through the
Internet.
PTEC Phoenix Technologies Ltd. is the global leader in
system-enabling software solutions for PCs and
connected devices.
PXCM Proxicom, inc. is a provider of Internet solutions to
Global 1000 companies and other large organizations.
PXLW Pixelworks, Inc. designs and develops complete
system-on-a-chip solutions that enable the visual
display of broadband content through a wide variety
of electronic devices.
REDF Rediff.com India Limited is an Internet portal focusing
on India and Indians worldwide.
RIMM Research In Motion Limited (RIM) is a designer, manufacturer
and marketer of wireless solutions for the mobile
communications market
RHAT Red Hat, Inc. is a developer and global provider of open
source software products and services.
RSYS RadiSys Corporation develops, produces and
markets computer systems (hardware and software)
for embedded computer applications in manufacturing
automation, medical, transportation,
RVSN RADVision Ltd. is a leading provider of products and
technology that enable real-time voice, video and
data communications over packet networks, including
the Internet and other networks based on the Internet
protocol or IP.
RWAV Rogue Wave Software provides software solutions
for creating and managing enterprise systems using
object-oriented, component technology.
SCMM SCM Microsystems, Inc. designs, develops and sells
hardware, software and silicon that enables secure access of
digital content and services.
SMSC Standard Microsystems Corporation is a worldwide supplier of
leading-edge MOS/VLSI integrated circuits for the personal
computer industry and the broader embedded systems marketplace.
SOHU Sohu.com Inc. is one of the leading Internet portals
in China in terms of brand recognition, page views and
registered users.
TIXX Tickets.com, Inc. is a provider of entertainment ticket sales,
event information, and related products and services.
TSCM TheStreet.com, Inc. is a web-based provider of original,
timely, comprehensive and trustworthy financial news,
TUNE Microtune, Inc. is a silicon and systems company
specializing in radio frequency products
USIT U.S. Interactive, Inc. is an Internet professional services firm
focused on providing e2e Solutions to Global 2000
organizations.
UTSI UTStarcom, Inc. provides communications equipment for
service providers that operate wireless and wireline
networks in rapidly growing communications markets
VTEL VTEL Corporation designs, manufactures, markets, services
and supports integrated, multi-media visual communication
systems, which operate over private and switched digital
communication networks.
WNET WHEREVER.net Holding Corp., offers telephony services
and products over a privately-managed network which links
gateway locations.
XIRC Xircom, Inc. designs, develops, manufactures, markets and
supports products that enable users to connect mobile and
remote notebook and handheld computers to corporate
networks, the Internet, intranets and other online resources.
XOSY IXOS is a provider of solutions for the management of
eBusiness documents in inter-enterprise system environments.
Table#2 : Changes in Intel Capital stock prices
as of Nov 10 wrt Sep 29.
===============================================
Position
-------- Share Price
# of Shares -------------------------- price
remaining Sept 29, 00 Nov 10, 00 change % change
-------------- ------------ ------------ ------- --------
ACOM 150,000 $14.94 $09.13 ($05.81) -39%
ADBL 918,750 $01.19 $00.78 ($00.41) -34%
AOL ???? $53.65 $51.00 ($02.65) -05%
ASIA 2,630,425 $18.95 $13.50 ($02.45) -13%
ARBA 2,130,304 $143.27 $100.50 ($42.77) -30% >$90M
AVID 802,632 $14.00 $15.31 +$1.31 +09%
ATCM* 1,005,989 $26.00 $20.75 ($05.25) -20%
BDE ???? $03.25 $01.75 ($01.50) -46%
BEOS 1,538,462 $04.06 $02.94 ($01.12) -28%
BWAY 1,231,222 $08.91 $3.82 ($05.09) -57%
BWEB 507,247 $10.14 $09.63 ($00.51) -05%
CENL.OB ???? $15.81 $18.75 $02.94 +19%
CLRN 0000 ???? $39.38 $22.78 ($16.60) -42%
CMGI 3,151,084 $27.94 $15.63 ($12.36) -44% >$25M
COVD 5,563,863 $13.38 $05.50 ($07.88) -59% >$25M
CRDS 1,476,147 $08.50 $07.50 ($01.00) -12%
CWLD 333,333 $19.75 $07.75 ($12.00) -61%
DTHK 1,333,334 $42.15 $27.00 ($15.15) -36% >$20M
ETYS 7,568,300 $5.3438 $02.56 ($02.78) -48% >$20M
ESFT 666,666 $5.875 $02.94 ($02.94) -50%
FOGD 971,440 $00.91 $00.83 ($00.08) -9%
GSPN 2,522,205 $122 $55.75 ($66.25) -54% >$150M
HAXS ???? $02.81 $03.44 +0.63 +21%
HEAR 454,461 $04.00 $02.69 ($01.31) -33%
HYBR ???? $18.56 $07.38 ($11.18) -60%
IBEM* 10,396,810 $6.81 $05.75 ($01.06) -16% >$10M
IASIA ???? $2.81 $1.50 ($01.31) -47%
ICST 6,082,669 $18.50 $16.38 ($02.12) -54% >$10M
IMMR 698,387 $15.50 $10.38 ($05.12) -33%
IONA ???? $69.50 $61.88 ($07.62) -11%
IPRT 773,810 $03.50 $01.63 ($01.87) -53%
ISLD ???? $18.75 $09.56 ($09.19) -49%
ITXC 3,315,034 $14.62 $10.44 ($04.18) -29% >$10M
IVIL ???? $03.88 $02.25 ($01.63) -42%
JWEB 779,899 $04.00 $03.13 ($01,13) -21%
LAUN 892,225 $06.81 $03.31 (03.50) -51%
LCTO 555,556 $03.75 $02.38 ($01.37) -37%
LMIN 5,587,710 $09.50 $06.25 ($03.25) -34% >$10M
LNUX 2,816,741 $46.25 $14.50 ($31.75) -69% >$80M
LOUD 784,929 $06.81 $04.00 ($02.81) -41%
LSPN ???? $02.44 $02.44 $00.00 00%
LQID 2,515,708 $04.50 $04.94 +$00.44 +10%
MGI.TO ???? $17.25 $10.80 ($06.45) -37%
NMTC 975,000 $28.81 $18.50 ($10.31) -36% >$10M
NPNT 525,423 $08.88 $06.25 ($02.63) -30%
NUAN 390,589 $121.6873 $96 ($25.69) -21% >$10M
OMKT ???? $06.28 $02.88 ($03.40) -54%
PCTL ???? $7.03 $6.25 ($00.78) -11%
PNJA 423,212 $09.88 $06.75 ($03.13) -32%
PROX 640,000 $44.50 $55.75 +11.25 +25%
PTEC 894,971 $15.94 $16.75 +$00.81 +05%
PRVW 281,600 $09.47 $04.38 ($05.09) -54%
PXCM ???? $19.50 $10.44 ($09.06) -46%
PXLW 392,157 $47.69 $29.25 ($18.44) -39%
REDF 1,612,500 $07.31 $05.19 ($02.12) -29%
RHAT 6,063,995 $17.06 $11.50 ($05.56) -33% >$30M
RIMM 926,667 $98.56 $88.62 ($09.94) -10%
RSYS 1,779,251 $50.56 $27.13 ($23.43) -46% >$30M
RVSN 671,191 $28.19 $20.81 ($07.38) -26%
RWAV 122,841 $05.38 $04.69 ($00.69) -13%
SCMM ???? $37.94 $33.50 ($04.44) -12%
SMSC* 1,542,506 $21.81 $25.00 $3.29 +15%
SOHU* 3,350,750 $05.81 $02.94 ($02.87) -40% ~$10M
TIXX 796,956 $01.00 $00.66 ($00.34) -34%
TSCM ???? $04.50 $03.81 ($00.69) -15%
TUNE ???? $53.56 $25.94 ($27.62) -52%
USIT 250,000 $02.53 $00.63 ($01.90) -75%
UTSI 4,921,684 $20.94 $18.31 ($02.63) -13% >$10M
VTEL 1,632,846 $02.44 $02.06 ($00.38) -15%
WNET 888,888 $02.47 $01.56 ($00.81) -37%
XIRC 2,516,405 $25.25 $14.50 ($10.75) -43% >$25M
IXOS 134,000 $13.50 $13.00 ($00.50) -04%
Table#3: Shares sold by Intel this quarter
(Intel Q4'00 guidance: $760 capital gains)
=====================================================
unrealized
gains
Date symbol Sold @share price Proceeds lost
--------- ------ ----------------- ---------- ------------
13-Oct-00 LNUX 160,000 @$33.77 $5,403,120 ($1,996,880)
16-Oct-00 LNUX 255,000 @$34.15 $8,709,219 ($3,084,531)
17-Oct-00 LNUX 75,000 @$32.75 $2,456,123 ($1,012,627)
18-Oct-00 LNUX 175,500 @$32.41 $5,687,185 ($2,406,565)
23-Oct-00 LNUX 62,000 @$32.64 $2,147,376 ( $720,124)
24-Oct-00 LNUX 125,000 @$35.81 $4,475,650 ($1,305,600)
03-Nov-00 LNUX 60,500 @$30.52 $1,846,563 ( $951,562)
01-Nov-00 NUAN 37,500 @$86.37 $3,238,939 ($1,279,335)
02-Nov-00 NUAN 15,000 @$88.37 $1,325,501 ( $499,809)
03-Nov-00 NUAN 64,500 @$88.20 $5,688,810 ($2,160,021)
06-Nov-00 NUAN 63,000 @$92.75* $5,843,250 ($1,823,050)
03-Nov-00 GSPN 170,000 @$73.24 $12,451,089 ($8,288,911)
03-Nov-00 AOL 26,296 @$54.66 $1,437,371 +$26,591
----------- -------------
Total $60,710,196 ($25,462,414)
----------- -------------
Table#4: Current prices of stocks that are being
disposed by Intel this quarter
=====================================================
Last Updated: November 17, 2000 10:30AM PST
Change from Intel's last transaction;
Price % of change; Shares Left
----- ------------------------------------
AOL $49.46 ($05.20); -9.5%; ????
GSPN $50.00 ($23.24); -32%; 2,522,205
NUAN $74.50 ($18.25); -20%; 390,589
LNUX $13.00 ($17.52); -57%; 2,816,741
goutama |
