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

To: Paul Engel who wrote (77280)	3/26/1999 12:34:00 AM
From: nihil	Read Replies (1) \| Respond to of 186894

Intel is combination of a moderately successful low-end PC chip company (Celeron), a profitable high-end PC and work station and server chip company (Xeon & PIII), some apparently marginal network goods, a closed-end investment company (devoid of any dividend paying power), and a big money-market fund. Very difficult to value, but I sort of like it for its brash ehthusiasm. Retrospective investors should have sold at 102 and bought at 68 or so. A great trading stock over the past two years, and if you got bored trading and ended up long, that's okay too. Unless the world goes to hell, these business all look very promising.

To: Paul Engel who wrote (77280)	3/26/1999 1:39:00 AM
From: Amy J	Respond to of 186894

Re: "What is really frustrating[ ]. Perhaps Intel should spin out a holding company to Intel shareholders" It is frustrating. Intel should spin off some type of IntelVC fund and allow private investors to invest into their fund, but at reasonable allotment sizes for the average investor. Right now, the average investor is excluded from IPOs, unless you consider things like (I heard but have not verified) Etrade's 50,000 pre-IPO iVillage shares a fair deal for anyone who was not a platinum investor and (heard) even platinum investors who registered within 4 minutes of the IPO deal announcement didn't get in on the deal. If true, totally exclusive and disgusting. There's an investment window between early seed stage and IPO-day which is totally exclusive and this shouldn't be the case. Here's the deal: Generally, the min allotment sizes for pre-IPOs in the VC stage, seem to be 150k, which is nuts. It's unfairly exclusive. Once the VCs get in on these deals, they tend not to let private investors in on them (unless a private investor has brandname appeal to be used in their future prospectus.) So, the only option for a brandless common investor seems to be either: a) find an early seed stage that'll take a tiny, tiny amount (but the investment risk is BIG), b) wait until after the IPO, c) get in on an IPO deal which is most likely an undersold deal a broker is unethically pushing, or d) start an Internut company. After a person succeeds with option d), they become "brandname" and get to do it again, and they also get to invest as an affiliate investor into one of the reputable VC firms. Until then, it's looking in from the outside. The window between early seed stage and IPO-day is very exclusive. Amy J

To: Paul Engel who wrote (77280)	3/26/1999 6:35:00 AM
From: Joseph S. Lione	Read Replies (2) \| Respond to of 186894

Paul - "Intel has significant positions in CMGI, BRCM, Inktomi, CNET, iVillage among others." Do you know what % of CMGI Intel holds, or where I can find this information? Thanks. joe

To: Paul Engel who wrote (77280)	3/26/1999 7:37:00 AM
From: GVTucker	Read Replies (1) \| Respond to of 186894

Paul, RE:<< What is really frustrating is that Intel's OWNERSHIP of these SAME NETWORKING STOCKS is enormous. Intel has significant positions in CMGI, BRCM, Inktomi, CNET, iVillage among others.>> Enormous, perhaps to you and I, but in relation to Intel's overall size it is almost irrelevant. The total of long term investments is <1% of Intel's market cap, with the CMGI and MU investments really the only ones of significant size, with both around $750mm. If INKT was taken over tomorrow at double the current market price, it would increase Intel's market cap by about three cents.