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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Mike Buckley who wrote (38473)	1/26/2001 4:29:14 PM
From: Getch	Read Replies (1) \| Respond to of 54805

Mike, You brought up these two thoughts, >>Witness Intel which convinced analysts in 1999 to include the sale of securities as part of their core business for the same reason you mentioned. Yet when those sales were worth a lot less money because the market tanked last year, Intel eventually began issuing warnings.<< >>Agreed, but my proposition is that the net cash flow generated from daily operations (excluding the cash flow gained from the sale of securities) might be the metric to use.<< Do we have any estimates of how much of Intel's troubles were caused from it's investment portfolio vs. cash flow from daily operations? I do not follow INTC as closely, but if these numbers are available, it would be telling.