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To: LTK007 who wrote (17991)	9/7/1998 3:38:00 PM
From: Don Green	Read Replies (1) \| Respond to of 116801

>Fleckenstein's Good choice, .Would you trust a guy who has been short Dell for the last few years..? I guess yes, if you are also a Gold Bull.

To: LTK007 who wrote (17991)	9/7/1998 3:57:00 PM
From: Leeza Rodriguez	Respond to of 116801

Fleckenstein has been a total tech pessimist for years. He currently makes a few good points about the semiconductor sector, but he has NEVER fully understood the power of the direct model (ala Dell). What he _STILL_ doesn't get is that the e-tailers and those companies using the direct model will rise above their competitors in deflationary times because the direct model is able to take IMMEDIATE advantage of component price declines. In delationary times, those companies with the least inventory,(or the most turns) win. Leeza Rodriguez