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Pastimes : Ask Mohan about the Market -- Ignore unavailable to you. Want to Upgrade?

To: Cynic 2005 who wrote (10965)	12/11/1997 1:50:00 PM
From: Joan Osland Graffius	Read Replies (2) \| Respond to of 18056

Mohan, >13:01 [DELL] DELL CHAIRMAN SEES OVERALL PC MARKET GROWTH AT 18% FOR 1997. I have been looking for this fellow. A person that can see in the future. <ggg> Wonder if this is units for revenues? Joan

To: Cynic 2005 who wrote (10965)	12/11/1997 1:57:00 PM
From: HB	Read Replies (1) \| Respond to of 18056

Mohan... any more recent thoughts on India? I would buy IFN, but I think there is worse to come from Asia, especially countries less directly involved, as repercussions spread. (Although India's lower dependence on export/import may insulate it some.) Also, do you hold BEARX? Interested in your general take on the fund, its strategies, etc... I tried to buy yesterday, but had to wait for today's closing price :-(. Not used to these open-end thingies. A hedge for some things I just couldn't resist dipstering -g-. (Check out SFAM today @ $20! I have enuf for now and am waiting for book (~$16, of which $11 cash recently raised in a secondary at $52.75. Nope, that's not a typo. Probably won't happen.) So now, a bounce is guaranteed (in the indices, not SFAM) -g-. HB

To: Cynic 2005 who wrote (10965)	12/11/1997 2:57:00 PM
From: Simon	Respond to of 18056

<<<Dell to the rescue >>> Michael just sold off 300,000 shares. I guess he won't show up in any wellfare line.