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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: GVTucker who wrote (167713)	11/1/2001 11:04:02 AM
From: t2	Respond to of 176387

very few mutual funds care about taxes. Almost every mutual fund manager is compensated based upon A) how large his fund is and B) what his performance is. Taxes don't enter into the equation. Yes, there are some tax conscious funds out there, but they are a minor speck right now in the mutual fund universe. GV, You have made many good points. However, this one point I have noted above might have become more important after what happened last year. In addition, today's market reaction does seem to provide evidence that fund investors did want to wait until after October to buy their mutual fund....I say that because the NAPM number was really bad. To me that signals a build up of demand for stocks (especially tech) that is now apparent. I believe this can be significant enough to move the market. Waiting to see the close as many funds buy at the end of the day. Also interesting was how some analysts are negative on Dell and how the stock has bounced back. BTW--I have been noting that news out of semiconductor companies is more positive from the Prudential tech conference. Too many positive to be a coincidence. The most important one is Micron...a leading indicator, imho. No doubt XP launch has stimulated activity, especially as the September quarter was weak...not a surprise ahead of a major MSFT launch.