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To: The Duke of URL© who wrote (172502)	1/15/2003 11:40:49 AM
From: Road Walker	Respond to of 186894

Duke, re: "You were right all along" It happens, not often, but it happens. John

To: The Duke of URL© who wrote (172502)	1/15/2003 3:14:24 PM
From: Saturn V	Respond to of 186894

Ref - Pruning of Intel Wireline Communication Effort. Intel is continuing to shed several of the communications companies it acquired. It is also been shedding people by lay-offs as well. All this is a part of the consolidation process. First it focused on the business segments where it can leverage its silicon and component expertise. So the systems and software businesses were the first to be shed. Apparently even the silicon based programs are being pruned. Makes a lot of sense, especially when even the communications stalwarts like Lucent, and Nortel are struggling to stay alive ! The turn around in communications is even more elusive than in computers ! Intel is applying the power of focus. However I wish that this focused approach had been adopted two years ago.

To: The Duke of URL© who wrote (172502)	1/15/2003 3:58:57 PM
From: AK2004	Read Replies (1) \| Respond to of 186894

Duke would that be considered as recurring losses? :-()

To: The Duke of URL© who wrote (172502)	1/16/2003 7:50:34 AM
From: Amy J	Read Replies (1) \| Respond to of 186894

Hi Duke & John, RE: "35 purchases, with more than $11bn" That's $314M per company. During the boom, angel seed-stage startup valuations were easily premoney $10M (idea phase, no product, pre-revenue phase). I would guess angel seeds (pre-revenue & pre-launch) now go for premoney 1M to 3M, while VC Series A stage firms might go for premoney 3M to 8M and Series B 8M to 20M? The average pre-IPO startup (Series C) valuation is now around $25M in Q4 per Venture One. I seem to recall friends saying the average freshly minted IPO'd startup was around $200M to $300M+ during the boom. Times have certainly changed. The valuations are very attractive and the quality of the firms one sees now is much better than during the boom. During the boom, I didn't have a desire to invest into any seed stage firms (aside from ours), but now I can think of a couple of them I would absolutely love to invest into over the next few months while valuations continue to suffer through the downturn, but of course, after losing so much in nasdaq, I doubt it. And Bush's tax package would have no positive impact on my desire to do so. But some kind of capital gains incentive for early stage investors might help encourage those sitting it out on the fense. The risk is so much higher for early stage investors, that I'm surprised the capital gains tax rate is the same for a privately held firm as a public company. Regards, Amy J