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

To: Paul Engel who wrote (50069)	3/7/1998 1:13:00 PM
From: John Koligman	Respond to of 186894

All: Here is a link to the text of one of the Barron's articles that discusses INTEL/CPQ. The last paragraph is interesting in that it is a rehash of what many have already posted on this thread. This link is coming to you courtesy of your 'bruised, battered, black and blued' friends from the CPQ thread... John <ggg> Message 3633860

To: Paul Engel who wrote (50069)	3/7/1998 4:17:00 PM
From: Thomas M.	Read Replies (1) \| Respond to of 186894

Based on what you said here, #reply-3635108 , it seems you still don't understand what's going on in the PC industry. The top in the tech cycle that began in 1990 occurred in 1995. The industry has been eroding ever since, although many of the best companies, like INTC, have held on. Now, even the big dogs are slipping. This is what's happening, and this is what Fleckenstein has been talking about. Specifically on INTC, he said a year ago that estimates were way too optimistic, and would not be met. He was right. Just because the stock ignored the fundamentals and went higher doesn't change the fact that he was right. Regardless, he made a ton of money last year. BTW, I didn't call him a genius. Why did you inject that? Tom

To: Paul Engel who wrote (50069)	3/9/1998 11:13:00 PM
From: Thomas M.	Read Replies (1) \| Respond to of 186894

Speaking of "extraneous, erroneous opinions trying to pass them off as facts", what about this one? ...Fleckenstein ... is STILL HEAVILY UNDER WATER on his Intel short! When did he short it, when did he cover, I want numbers! -g- Tom