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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Goutam who wrote (19525)	11/18/2000 11:15:41 PM
From: ptanner	Respond to of 275872

Goutama, Yes, I created the Intel Capital Portfolio to "save time" in playing with updated numbers. Intel's portfolio has done about as well as mine lately. :-( SI portfolio feature is nice to use - I have a portfolio tracking a stock swap I did a while back. I had to enter a negative number of shares for what I sold and the summary presents the results a little odd (net cost is close to zero so % change is wacky) but the detailed view provides for an update on how the exchange has fared. I forgot to note that I entered the share # for Intel Capital in thousands so you need to add some zeros. I wasn't sure how it would far with the full magnitude and considered entering them in millions but this would have needed some fractional shares (which probably would have worked fine). Re: "In my data, I used '????' when the number of shares owned by Intel are unknown." I put these entries into the portfolio and just left the number of shares blank. An easy placeholder while still providing for the change in share price since the end of the third quarter. Re: "I also noticed that you adjusted Intel portfolio value by $86 millions to reflect the value of shares disposed by Intel in Q3'00." I decided to track what Intel still owns. I believe you meant what they sold in Q4'00 as the dates in your table were from the 4th quarter. I don't think we can use the portfolio for the stock sales but they can be removed from the portfolio and accounted separately. Re: I suspect Intel has tons of AOL shares. Any high number of shares in other companies would have registered Intel in the top ten holders list of that company on Yahoo. From all the companies listed in Intel Capital, only with AOL from the list that Intel can own lot of shares, and not make into top ten institutional holders list of AOL. Seems likely and with AOL appreciation this could represent a large portion of the unrealized gains. LNUX also may still have some gains since Intel got in pre-IPO so probably for much less than the IPO price (which is comparable to the current price?). Thanks again for sharing all of your research. I am not sure if others can edit the portfolio even though I made it public but I will gladly update it if additional information becomes available. -PT