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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Dan Ross who wrote (779)	1/15/1998 10:24:00 PM
From: vegetarian	Respond to of 18691

Interesting. ZONA is doing sales in Central America, AVNT gets more than 50% revenues from Asia. How come they are not able to grow their sales in the US? considering that both are supposedly high tech companies and that US customers are not tech-averse. Could it be that they are not able to sale a whole lot because people here are more informed and see them for what they are? The overseas customers are possibly cost-driven and/or uninformed. Asensio may well be incorrect, but so far I have seen more convincing information in his press releases than I have seen either from these companies or elsewhere.