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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked
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To: Glenn who wrote (19159)3/23/1999 1:08:00 PM
From: jimbos  Read Replies (1) of 90042
 
Now every darn fund has a position in Dell, if these so called expert fund managers get a little nervous about the market in general, what will they trim? A position that has become a little to large of a percentage of their portfolio. Because of Dell's performance since early Oct. something that was 2% of their fund is now 5%, so what gets sold? Dell. But in the same turn when they find out they made a mistake what do they buy-Dell.
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