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To: robt justine who wrote (24434)10/26/1997 10:41:00 PM
From: BillyG  Respond to of 50808
 
<<Off topic>> Also, Billy G, Fleckenstein is short CYMI

Fleckenstein's comments were discussed in depth (ad nauseum) on the CYMI thread. He was interviewed for the article on Tuesday, before CYMI's earnings came out. Anyone who calls a laser system that costs $400,000 an ultraviolet "bulb" lacks credibility. Barrons also has published its share of inaccurate press about CUBE . . .



To: robt justine who wrote (24434)10/27/1997 12:26:00 AM
From: John Rieman  Read Replies (1) | Respond to of 50808
 
I've seen Fleckenstein all year, he's been short the box makers so long that some day he'll be right. The markets in Asia are tanking. Hong Kong is down 668 points. Nikkei is down 430 points.

With the growing market for sub $1000 PCs, there won't be revenue growth for PCs. We can see the weakest players already sufferring.

After the last two weeks, maybe Fleckenstein could afford a long distance phone call to Barrons.


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