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Technology Stocks : Gateway (GTW) -- Ignore unavailable to you. Want to Upgrade?


To: mts362 who wrote (6526)8/20/1998 12:59:00 PM
From: DWW II  Respond to of 8002
 
Matthew, I was only trying to relay to you that it "might be" that GTW goes up with DELL and then goes down after the DELL announcement. Just a simple "herd" mentality demonstration that seems to drive mutual fund chiefs. They get into GTW before the DELL announcement, ride it up, then sell into the DELL rally. Then it (GTW) takes a serious dive after a day or two into the DELL announcement. You might ask "why don't they just buy DELL"?? Well, I wonder the same thing. But, realize they are required to adhere to guidelines that say....."Mr, Mutual Fund Mgr,,,, you can only own so much DELL, based on risk management models". So, what is the next best thing?? Well, hell, if not DELL, then something that will rise in sympathy with DELL. GTW.
Good luck in all your future trades.
DWW II