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To: Tony Viola who wrote (79221)4/15/1999 11:08:00 AM
From: Jill  Read Replies (2) | Respond to of 186894
 
Tony, fully sympathetic, also have EMC. It's a new era when a loser in a sector can instantly tar the sector, rather than a litle analysis to find out if they are having market share taken away from them by a winner (CPQ/DELL...perhaps STK/EMC but I know nothing of STK...figure the battle in storage will shape up btw EMC and DELL...) And MSFT--even if boxes are given away and ruin the whole box sector (gimme a break! that's wrong on many counts)--the more boxes, the more windows, so...

What I don't yet understand is the actual lines of collusion here. I know it's not just individual investors who are influenced. They can't all be panicked into buying high and selling low repeatedly. And I notice that even unrelated stocks of mine, like the stodgy glorious WMT, go down in sympathy on days like yesterday and today. Analysts can actually move institutional sales like that? Now, again, I know brokerages make a living by churning...I know they underwrite certain clients and are biased...but what I'm too new to understand is how a single call by a biased observer shifts the whole thing. Can anybody enlighten me?