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Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?


To: Hungry Investor who wrote (4971)11/11/1998 12:32:00 PM
From: Gottfried  Respond to of 9256
 
Scott, re >There was a guy on CNBC this morning that said that their might be an oversupply of chips in the market<

Sounds like Fleckenstein. He was on, but I never listen to
him any more. He has an agenda.

Gottfried



To: Hungry Investor who wrote (4971)11/11/1998 12:47:00 PM
From: Z Analyzer  Read Replies (3) | Respond to of 9256
 
<<There was a guy on CNBC this morning that said that their might be an oversupply of
chips in the market (assuming a 20% increase in Q4 PC sales- not bad)- even if INTC's
sales are growing, someone else's must be slipping, or were are in for another round of
price cuts. >>
If you are referring to Bill Fleckenstein, the guy is a perennially bearish short seller who is always negative on these stocks. Z