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To: Goutam who wrote (20912)11/29/2000 12:15:40 AM
From: ptannerRead Replies (1) | Respond to of 275872
 
Goutama,

I added VOWX and WCG to the Intel Capital Portfolio at siliconinvestor.com

Thanks again for the research... QTD the known portfolio components are down 50.8%.

The new Duron machine has been fine. Quality supporting components have made it nice to work with. Needs a better fan. I wanted to wait until Palomino... but am very pleased to establish a relationship with the local SD shop and to have a machine which readily satisfies my needs.

The integrated solutions look attractive (based on pre-release Sis review by Ace's), particularly the possible Crush chipset. Via seems to be late (again) to the game and regret losing market share.

-PT



To: Goutam who wrote (20912)12/7/2000 1:19:54 PM
From: PetzRespond to of 275872
 
Goutama, I've been looking at the Intel 13F-HR forms filed with the SEC. (These report holdings of Intel Capital on a quarterly basis.)
Why do they only go back to 3/31/99? Is any older info available?
Why are there a bunch of them for prior quarters re-issued in April 2000?

Petz


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