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Technology Stocks : Intel Corporation (INTC)
INTC 48.72+3.0%Jan 14 3:59 PM EST

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To: Barry Grossman who wrote (64326)9/10/1998 5:33:00 PM
From: Mary Cluney  Read Replies (3) of 186894
 
Barry, >>>Fleckenstein looks scared to death.<<<

He just told viewers that Intel is stuffing the channels and the chips may not actually sell - just as happened last year.

Battipaglia countered that Dell and all the other OEM's have all converted to BTO model and know exactly when and how much they are selling.

Seems to me Fleckenstein is making up stuff - just to prove what he has been saying all along. Ignoring new data is not a great method to use - if you are a serious analyst.

Mary

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