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Strategies & Market Trends : Roger's 1997 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: CatLady who wrote (7732)	12/3/1997 10:47:00 AM
From: Bearded One	Read Replies (1) \| Respond to of 9285

Gateway is probably a great short also. Dell just had the highest runup, and seems to have the highest expectations for growth. That means a disappointment may hit them harder. But hey, if you want to short Gateway, you'll get no argument from me. Yes, I think the whole sector is in trouble. I think Asia is going to compete much more strongly with their weaker currency, and more desperately with their weakining companies. Remember that one company in trouble can bring down others by slashing prices. Yes, Dell has a stronger foothold in the corporate market than Epson. But that's already figured into Dell's price. In other words, any change will be for the worse (for Dell).