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Technology Stocks : QUANTUM
QNTM 10.58-0.2%3:47 PM EST
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To: still learning who wrote (6104)12/5/1997 11:54:00 AM
From: Rob S.   of 9124
 
It looks like the thread was right about the apparent bottom. I guess that the news of the downgrade from a strong buy to a buy may have gotton some investors and fund managers to think that their fears were overdone. Knowing the dynamics of "sector rotation" and how fund managers tend to play the group rather than the indivdual stock, particularly when deep concerns hit key players in the group, is a piece of knowledge that will make some invoestors much richer in the coming months.

I believe firmly that the small investor, despite his feeling a bit like Roger Dangerfield and "getting no respect" compared to "da big anals", the small investor can play the dynamics caused by the inefficiencies in the way big funds and institutions treat stock groups and are hampered by having large sums of money to move around. Sometimes I think that the patterns of thrashing of sectors of the tech stocks is done out of purpose rather than irrational fear. How else can you explain it? Everyone knows, or should know, what the long-term trends are and what the historical valuations are, but that doesn't seem to make the trading in the stock groups any more logical. I wish I would have sold my shares at 42 rather than sold 35 calls against them, because now would be a great time to buy them back for the next run up of 30%-50%.
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