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Technology Stocks : Saville Systems (SAVLY)
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To: Nils Mork-Ulnes who wrote (33)10/7/1997 5:37:00 PM
From: PMylnar   of 261
 
Thanks for the info. I didn't see that. My opinion and my opinion only is the following: Mr. Vinik has established the following investing pattern. 1)Take large positions in the leading companies in the technology sector (CHKPF, SAVLY, INVX, CIEN), 2)file a registration statement w/ the SEC thus advertising to the world that he is a large owner, and 3)sell stock into the liquidity generated by his filing. Does this concern me? Yes. However ultimately, stock prices follow EPS regardless of whether Mr. Vinik is selling or not. Also, Mr. Vinik manages how much money? $1-2Billion? Even if he is leveraged 4 to 1, the total is small relative to
1)20th Century >$50 billion, 2)AIM >50billion, 3)PBHG >10billion, 4)Nicholas Applegate ?.......
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