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To: ptanner who wrote (20307)11/28/2000 11:10:03 PM
From: GoutamRead Replies (2) | Respond to of 275872
 
PT,

re: <I made the adjustments to add NUFO and adjust holdings of CMGI.
siliconinvestor.com


Thanks. Sorry for the late response - I didn't access SI that much the last four days.

I am also pleased to report that I am now using a new computer with a Duron 600, 256MB, Win2K, 30 GB, Asus A7V.

That's great. I'm going to wait a couple more months before replacing my Cyrix MII 233MHz CPU based systems with Duron based systems. How do you like your new system so far?

Could you please add the following two stocks to Intel Capital portfolio list you created?


WCG 9,225,093 $20.00 (closing price on sep 29)
VOXW 500,000 $02.06 ( ,, ,, )

TIA

Regards,
goutama



To: ptanner who wrote (20307)1/9/2001 11:25:49 AM
From: milan0Read Replies (3) | Respond to of 275872
 
PT re: Intel Capital Portfolio

The following article describes Simplex IPO, a software company; it also mentions that Intel is a shareholder. I can't find Simplex in the portfolio you have built of Intel Capital. Should the portfolio be adjusted?

dailynews.yahoo.com

"It [the IPO] would also result in a lower stake for Intel Corp (NasdaqNM:INTC - news), whose holdings would drop to 4.6 percent from 6 percent with 933,334 shares."

Mike