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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Dave who wrote (138405)	6/29/2001 4:27:57 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Dave - Re: "that I have read a few analysts reports and not one mentioned Intel's investments and I found that odd." Why would you expect an Intel analyst to analyze Intel? Paul

To: Dave who wrote (138405)	6/29/2001 4:58:00 PM
From: herb will	Respond to of 186894

Dave,“Intel's portfolio doesn't add that much shareholder value at this time.” Well, we are in a bear market and I think lots of folks are hurting such as those luckless AMD investors even while Jerry does extremely well peddling his options. In a year’s time, maybe, the pot will be much sweeter. Hey, markets go down and then they go up. Ain’t investing fun! As of March 31, 2001, the total carrying value of the Intel Capital portfolio included approximately $48 million of net unrealized appreciation on the marketable equity securities. In a few weeks we’ll have an update. Herb