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To: Barry Grossman who wrote (64326)9/10/1998 5:33:00 PM
From: Mary Cluney  Read Replies (3) | Respond to of 186894
 
Barry, >>>Fleckenstein looks scared to death.<<<

He just told viewers that Intel is stuffing the channels and the chips may not actually sell - just as happened last year.

Battipaglia countered that Dell and all the other OEM's have all converted to BTO model and know exactly when and how much they are selling.

Seems to me Fleckenstein is making up stuff - just to prove what he has been saying all along. Ignoring new data is not a great method to use - if you are a serious analyst.

Mary




To: Barry Grossman who wrote (64326)9/10/1998 6:02:00 PM
From: Stephen  Read Replies (3) | Respond to of 186894
 
Fleckenstein's probably made so much money these last 5 weeks he can take a bump. It all depends whether it continues. One company a market does not make .... tomorrow still depends on the oversea's markets and the uncertainty over the starr report. Tech should rally in the a.m. ... then sell-off before the report release date. This assumes not bad news overnight of course !!


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