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

To: Dan Ross who wrote (9181)	12/31/1997 9:02:00 PM
From: Michael Berkel	Read Replies (1) \| Respond to of 9285

Dan, ask your father what he thinks of CPQ and other boxmakers with regard to their exposure to SE Asia. I am short CPQ at 55 and saw it going against me today. What is your take? Are P&G and G your best short picks re the Asian flu? By the way: it seems that everybody's worries have faded and that there is no more flu or anything negative re Asia. Boy, will they be in for a surprise!! I predict 1998 to be a very difficult year for the longs. Happy new year!