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Technology Stocks : Gartner Group (GART)
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To: Renee Scherb who wrote (9)10/1/1996 6:50:00 PM
From: H Adams   of 37
 
I am still holding. I am considering selling my position and rotating more into US Robotics (USRX).

From a technical standpoint, I think Gartner seems to be settling into a range for the next several weeks (32 to 38). It's PE is too high and I think earnings need to catch up before another significant move.
A few of their recent acquisitions will add to earnings as they try to enter new areas; however, some companies, such as ours, are starting to question the total value added by Gartner. As Gartner expenditures become a greater piece of IT department expenditures, the value will be question greater.

There is no question they add value, but how much is still questionable.

In the short run, I think there are better investment opportunities elsewhere. For example. ASND, USRX, and CSC0

Just my thoughts.

H. Adams
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