Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 38.44

+0.7%

Nov 10 3:59 PM EST

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To: GVTucker who wrote (95790)	1/12/2000 2:18:00 PM
From: Tony Viola	Read Replies (1) of 186894

GV, thanks for that: Intel's cash flow is very apparent, and management continually answers in minute details any questions I have about the balance sheet. Intel doesn't even come close to other more aggressive but honest technology companies like CSCO, never mind the outright fraud the Fleck is inferring. I always thought Intel was a very tough competitor, but above board when it came to the books. WRT the guy you refer to, desperate people will say, well, desperate things. The entire short side of my portfolio is based upon balance sheet issues that have yet to materialize on the income statement. Usually, the issues arise from deficient cash flows combined with less than forthcoming disclosure from management. Dare I ask for any of these company names? No, that's all right, my investing partner doesn't like going short. OTOH, they should be avoided as long candidates. You'd probably rather remain mum on them though. Tony

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