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To: milan0 who wrote (24290)	1/9/2001 11:34:13 AM
From: AK2004	Respond to of 275872

Michel intel was also filling to sell some internet companies last night - can not imagine it is the best timing for those companies Regards -Albert

To: milan0 who wrote (24290)	1/9/2001 3:46:02 PM
From: fyodor_	Read Replies (1) \| Respond to of 275872

Mike: I can't find Simplex in the portfolio you have built of Intel Capital. Should the portfolio be adjusted? Since the portfolio-guys haven't answered yet... I believe the tracking portfolio only lists those companies in which Intel holds a position of at least 5%(?). (or whatever level is required for SEC filings). -fyo

To: milan0 who wrote (24290)	1/9/2001 6:35:15 PM
From: ptanner	Respond to of 275872

Mike, Re: Intel Capital Portfolio Sorry it took me a while to reply to your question. Goutama is the ICP Master and I just update the portfolio as directed. The information you found should be useful in avoiding another blank entry (unknown number of shares) since with less than 5% Intel's position will not be as widely reported. FWIW, there is an updated list of companies on Intel's site (current as of the first of 2001) and it doesn't seem to include AOL anymore which I had thought would be one of the larger blank entries. -PT ps: I am still nealy 1,000 messages behind on SI so it will be a couple of days yet before I am an active poster. Also realized I just scheduled meetings for the afternoon of the 16th - OOPS! Hopefully I can move those back a day. EDIT: AMD site says the 17th and INTC the 16th. Still would like to be available for both but I can listen to INTC replay. I like to listen to AMD live to share responses with the SI-thread.