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

To: Mary Cluney who wrote (68727)	11/18/1998 8:23:00 PM
From: Ian Davidson	Respond to of 186894

Mary re: "did you write this little note..." He's quoting the biggest idiot in the investing world today, Bill Fleckenstein from his piece of daily drivel "the Rap" found at www.stocksite.com ...if you can be bothered. Ian

To: Mary Cluney who wrote (68727)	11/19/1998 9:42:00 AM
From: yard_man	Read Replies (3) \| Respond to of 186894

The quote was from Fleckenstein's market rap. What is deceiful about the quote? Happy to discuss. I think INTC is richly priced. I agree with the author that it is rather absurd for INTC to have a market cap that is larger than the whole PC business's annual sales, unless sales are getting ready to expand dramatically or INTC's share of the pie is getting ready to expand. I'm convinced neither of these will happen. How bout you? What's your opinion and why?