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To: Petz who wrote (20949)	11/29/2000 4:41:24 PM
From: Goutam	Respond to of 275872

Petz, re:< Does the portfolio only reflect positions that 1)Intel has sold a portion of (but do they have to report sales for companies they never held more than X% of the stock?) 2)were revealed in the last 10Q (or is it some other report?) 3)other criteria?? > The Intel Capital portfolio PT created on SI reflects the following: The companies listed in the shadow portfolio were taken from the Intel's investments page at their web site. The selected companies were limited to the ones that are public traded, and I'm sure that I was able to include >90% of the publicly traded ones from the Intel's list. Share quantities shown were based on the info obtained from each company's "profile - top ten institutional holders." If share quantities are not known (that is if Intel is not one of the top ten holders of a given company's shares), the shares quantity was entered as zero. In other words, how is Goutama doing this and how much of Intel's portfolio is missing from your shadow portfolio? May be few (< 10%) publicly traded companies listed by Intel are missing in the shadow portfolio. If any companies are missing from the shadow portfolio, it was mainly because I failed to pull up some of the stock symbols from the Yahoo site probably due to misspelling the company names during my search on Yahoo. Value wise, there is a difference of about $1900 millions between the total carrying value reported by Intel in their Q3'00 earnings report ($4500Millions), and the total cost of the shadow portfolio + $100 Millions worth of Intel's recent sales. I believe the disparity between the two was mainly due to the missing share numbers in some of the companies listed in the shadow portfolio - especially AOL. Goutama

To: Petz who wrote (20949)	11/29/2000 9:06:25 PM
From: ptanner	Respond to of 275872

Petz, Re: "Pete & Goutama, no criticism intended (VOXW), on the contrary..." I jut thought it funny I entered VOXW wrong twice, no criticism taken. Goutama answered the other questions pretty well but I want to be certain it is understood the portfolio reflects only known current holdings that were owned at the end of 3Q. Shares which have been sold are not included in the totals but Goutama has posted this information separately. -PT ps: While 'PT' sounds like 'Pete' it is actually Patrick. Any is fine, even Pete ;-)