Very much a teen bound play if it all pans out:
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FLECKENSTEIN: OK. Take a look at Intel. Stocks down from, you know, $70 or $80 to $30. It's 50 times earnings, it's eight times revenues. Their customers -- Hewlett-Packard, Gateway, Compaq -- all have announced terrible results this week, and people say, "but I can't sell it, it's Intel, it's down from 70 to 30, but as a business, it's priced wrong." And that's the examination people need to make in their own portfolio. DOBBS: Now, you are not short Intel, are you?
FLECKENSTEIN: Yes, I am. |
