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

To: Paul Engel who wrote (81330)	5/21/1999 5:02:00 PM
From: Ann Janssen	Respond to of 186894

Paul, *OT* It was a pleasure to meet you and everyone at lunch after the meeting!! Thanks again for setting it up. I'll check back in a year and see how your 'lunch' investment turned out. <ggg> Have a great weekend!! Take Care Ann

To: Paul Engel who wrote (81330)	5/24/1999 7:35:00 AM
From: GVTucker	Read Replies (1) \| Respond to of 186894

Paul, RE:<<My point is that, if this PORTFOLIO was in the hands of a stand alone "holding" company, such as a CMGI, the goofy Internet market would value the holding company at MANY, MANY times that value.>> CMGI has a 'Net portfolio that is far more diverse than Intel's, and a market cap of a little less than $11 billion. If Intel spun its portfolio off as an independent company, it is doubtful that its holdings would be valued at many , many times the stated number of $3 billion, even with the absurd 'Net valuations today.