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

To: Pancho Villa who wrote (37608)	10/25/1997 12:27:00 PM
From: greenspirit	Read Replies (1) \| Respond to of 186894

Pancho, I remember reading a while ago that the worldwide Home PC market represented only about 10% of Intel's revenue, and that the U.S. Home PC market was only about 5%. Now if we further break that down by saying the Sub 1K PC's sold represent 40% of that 5%, aren't we talking about a pretty small effect on Intel's bottom line? Not something to ignore, but certainly not the death-noll as outlined in that article. If my memory is clouded here, please square me away. Michael

To: Pancho Villa who wrote (37608)	10/25/1997 5:04:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Puncho - Re: Fleckenstein Interesting - He's been short Technology stocks for what 2 or 3 years? So - he has been WRONG for 2 to 3 years. Now that there is a downtrend, he supposedly is "right". That makes him a genius? Being WRONG and SHORT for three years? Let us assume he shorted Intel 2 years ago - On October 25, 1995, Intel was trading for $34. Puncho - THAT'S $34 - with Intel down today to $80, this BOZO IS STILL LOSING $46 for EVERY SHARE OF INTEL he shorted! And he's a financial genius? This guy has lost big money for his investors. And he's a financial genius? Paul