Strong Buy: Techs and Asia January 6, 1998 Dear Investor, The story of the tech sector is a classic case in opportunity for the long term investor. Here’s how we analyze the situation: (1) Asia sinks toward recession, stemming its consumer hunger for everything from Gucci bags to Dell desktops. (2) Institutional short-term traders/retail investors get nervous and dump shares of American exporters, especially technology companies. (3) Share...