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

To: Ploni who wrote (1974)	1/30/1998 1:49:00 PM
From: craig crawford	Read Replies (1) \| Respond to of 18691

VTSS and TQNT are in the same business as ANAD. VTSS is clearly the leader and they always seem to go unscathed. Stick to the weaker players. Does anyone have any thoughts on the DD sector? If Disk Drive companies are on the rebound that means pricing power is firming up and the bottom might have been found. If DRAM prices are on the rebound that means memory will cost more (witness MU). This may be construed as a signal that box makers like DELL won't get the benefit of declining component costs anymore. Asia is also firming up so how can DELL claim to get benefits when Asia is weak and also when it rebounds? You can't have it both ways. Roger, you are short Dell aren't you? Any thoughts?