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To: Goutam who wrote (19510)	11/17/2000 11:36:51 PM
From: ptanner	Read Replies (1) \| Respond to of 275872

Goutama, Re: Intel Capital Thanks for the response. I played with the numbers for a bit in a spreadsheet and then decided to see look at the current value. For the positions you noted, the total value at the end of 3Q00 was $2,247M compared to the reported total of $4,458M so this is about half of the total value. For current value, see: siliconinvestor.com Thanks again for sharing your evaluation. -PT

To: Goutam who wrote (19510)	11/18/2000 8:13:30 PM
From: Paul Engel	Read Replies (1) \| Respond to of 275872

Re: ". My guesstimate is that Intel Capital unrealized gains reported at the end Q3'00 were down by about $800 Millions as of today - which makes the carrying value to be around $3,748 Millions." Cool. Maybe you should tell us al how you VA linux is doing - you know - the VA Linux you bought at $275/share - now selling for $13 1/8. You set yourself up as some critic of Intel's financial investments - yet your own investment strategy has lost you 95% of your investment. Since Intel is doing far better than you, maybe you should put a cork in it and pay more attention to YOUR OWN business instead of Intel's.