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To: HVN who wrote (253)2/20/1998 2:45:00 PM
From: Kevin Hay  Read Replies (1) | Respond to of 641
 
re:

Where do you come up with this stuff? The situation in Asia is mostly
financial, not economic. Dell just reported 80% growth in Asia, and
they see growth there continuing.

Weren't you and Mr Pink shorting this in the low 20s? Am I sensing
a bit of anxiety?....feeling squeezed?



To: HVN who wrote (253)2/20/1998 2:59:00 PM
From: Ken Gates  Read Replies (1) | Respond to of 641
 
Look how well Nokia has done lately. Cellstar is teamed up with Nokia in China. China doesn't have the best infrastructure, and hence the cellphone industry is taking off there, and throughout Asia, and China has yet (perhaps it will... though I doubt it) to feel the effects of the flu. 50 is a very realistic number.


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