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

To: GVTucker who wrote (147088)	11/7/2001 3:20:33 PM
From: Gary Ng	Respond to of 186894

GV, Re: Rather, it was the belief that was explicitly stated that the outsized investing gains of a year ago could be counted on as dependable in the future I remembered that too and didn't like it either. gary

To: GVTucker who wrote (147088)	11/7/2001 4:12:23 PM
From: John Hull	Read Replies (2) \| Respond to of 186894

GV, you know, it was my position all along (and I speak with some credibility here because of my Investor Relations experience) that the only way Wall Street would give Intel much credit for the investing gains would be if Intel Capital could turn in predictable amounts of gains each quarter over a couple years. You don't get much traction for big gains OR big losses that are irregular in their occurrence. Wall Street likes numbers that can be put into models and extrapolated over time. Intel Capital's gains/losses certainly don't fit that paradigm currently and, therefor, I expect many institutional investor research departments to treat them as extraordinary for now. Consistency is rewarded. jh