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

To: craig crawford who wrote (2754)	2/11/1998 6:26:00 PM
From: Pancho Villa	Read Replies (1) \| Respond to of 18691

RE: ZITL. I correct a previous post. I was aware you had no position on ZITL but were willing to start one if the price went up enough. BTW, what is your current opinion on COMS? I have some qualitative data from my trip to Venezuela. They are already advertising X2 technology there so I guess the inventory bulid up has been worked through, they always dump the old stuff down south. Internet awareness is building up, high/middle class is getting heavily into it, lot's of advertising on ISP's and hardware in radio and print. Regards, Pancho