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

To: Paul Engel who wrote (50120)	3/7/1998 10:52:00 PM
From: Paul Lvoff	Read Replies (2) \| Respond to of 186894

<<<<<Fleckenstein said he began to short Intel. Even by today's level of Intel, he has LOST AT LEAST $46 PER SHARE OF HIS CUSTOMER'S MONEY. I'm sure he wasn't stupid enough to bet his OWN MONEY!>>>>> I wonder what kind of brains do his customers have, if any....

To: Paul Engel who wrote (50120)	3/8/1998 1:35:00 AM
From: Thomas M.	Read Replies (2) \| Respond to of 186894

I admit that it is a fairly subjective analysis of the tech cycle I made. But, I clearly said that some of the top companies grew past 1995, including INTC. Note that I was complimenting INTC. However, the majority of tech stocks had their peak earnings in summer/fall 1995. You cite some PC stocks, so let's look at the group. Back then, every PC company was growing profits nicely. Now, GTW, MUEI, HWP, IBM, CPQ, NEC, etc. are not . That leaves only DELL. Regarding Fleckenstein's performance, the real numbers are outstanding, in stark contrast to your made-up numbers. Tom