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

To: Tom Markowski who wrote (7906)	12/6/1997 10:44:00 AM
From: McNabb Brothers	Respond to of 9285

Tom, Thanks for your opinion. The problems in Japan are not over only just beginning. There is no such thing as failure in Japan and starting over as we do in the good old USA. They will go to any length to protect themselves and each other. The fact that they let one of their largest financial institutions go under was only because the problems are so deep they can no longer contain them. I have been told but cannot confirm that the property value of Japan exceeds the market cap of all the world markets combined. If this is even close to the truth it is a very scarey house of cards the world sits on. As for DELL they have done great for the longs. There is a time and a place for everything. IMHO that they have had there time for now. The good news cannot get any better and the run up over the last 2 years is much greater than their sales or earnings. Competition will be strong and they do not give very good service according to what I have read. Michael Dell has been a major seller of late. Have a good day, Mike