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To: EPS who wrote (2170)4/20/1999 3:26:00 PM
From: Skeeter Bug  Read Replies (1) | Respond to of 3813
 
hes' been right on fundamentals for some time. he has been consistently wrong by overestimating the intelligence of the money held by folks like... well, you know... ;-)



To: EPS who wrote (2170)4/23/1999 7:19:00 AM
From: w0z  Respond to of 3813
 
***OT***"Fleckenstein will eventually be right, hope he still has his job by then."

I recall him bad mouthing APCC in a Barron's roundtable article about 4 years ago...said something really stupid like, "This company has no sustainable competitive advantage". Then they were about $250M in sales and now they are over $1B, growing earnings at 30% and almost a 15% net profit margin. Watch APCC's stock today! We may have to wait a loooong time for Mr. Fleckenstein to be right on this one.