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Strategies & Market Trends : Roger's 1997 Short Picks

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To: Michael Berkel who wrote (9207)1/1/1998 11:25:00 PM
From: Dan Ross   of 9285
 
He isn't a big investor.....doesn't watch the boxmakers much....I do know from looking at japanbiztech.com that Compaq has a tremendous amount of exposure in SE Asia....I didn't see Dell mentioned much .....I find a tremendous amount of info here about SE Asia and high-tech products.....

slowdown in DRAM...It will be there.....Spot price on DRAM will be there....cell phone sales in Asia....posted there.....computer sales w/market shares ......posted there.....

GET THE POINT?

if anyone wants to find out info and keep up with the high tech sector over the next few months check the website once or twice a week to find out some info....

Take care

Dan Ross
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