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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: Justa Werkenstiff who wrote (9510)	10/28/1999 9:52:00 AM
From: Ian@SI	Read Replies (1) of 15132

Fleckenstein has been short and wrong throughout the greatest bull market seen this century. Ooops Correction: He's been long gold. but also wrong. :-) And its rumoured that he has some money from Bill Gates. And it's known that some money manager put Bill Gates into CHAR which recently suffered the ignominy of a 1:60 reverse split. CHAR, a company with no liquid assets (except the nearly unrecoverable ones buried deep in the ground with no means of transporting them to market even if they could get them out of the ground.) Is this the type of wisdom and judgment that readers of this thread should revere? I think not. And re PCs. The direct model has been kicking butt for 1/2 a decade or more. GTW and DELL continue to steal share from those that haven't mastered this business strategy: IBM, CPQ, HWP. It's not surprising to anyone with even a minimal understanding of the industry that the retailers for the nondirect OEMs are suffering as well. But then expecting Fleckenstein to have even a minimal understanding of anything is unduly optimistic. I'm not sure that he's demonstrated sufficient intelligence to come in from the rain. FWIW, Ian.

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