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Technology Stocks : Stratex Networks, Inc. (STXN)
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To: ron_bermudez who wrote (904)3/31/2000 6:29:00 PM
From: Rob Preuss   of 1762
 
[Kevin Landis' Firsthand Funds - DMIC Investment History & Market Commentary]

Firsthand Funds: Holdings of DMIC (Source: <http://www.firsthandfunds.com/>)

Thousands of shares of DMIC held on the last day of the month.

Fund Feb'00 Jan'00 Dec'99 Nov'99 Oct'99 Sep'99 Aug'99
============== ======= ======= ======= ======= ======= ======= =======
e-Commerce 0.0 0.0 0.0 0.0 0.0 --- ---
Communications 634.6 238.0 138.0 0.0 0.0 --- ---
TechInnovators 1336.0 1336.0 1206.5 892.0 387.5 225.0 0.0
TechLeaders 0.0 0.0 0.0 0.0 0.0 0.0 0.0
TechValue 2472.0 2222.0 1949.0 1358.0 340.0 225.0 0.0
============== ======= ======= ======= ======= ======= ======= =======
TOTALS 4442.6 3796.0 3293.5 2250.0 727.5 450.0 0.0

Increase 646.6 502.5 1043.5 1522.5 277.5 450.0

Market Commentary (March 31, 2000)

What is your take on the market this week? What is Firsthand Funds doing?

Kevin Landis: "While we cannot predict when tech stock corrections will happen, they
don't surprise us. I believe that any investment in technology must assume a high
level of volatility. It also happens that this is the end of the quarter, when some
money managers try to 'lock in' their gains before publishing performance numbers.
I view this as just another mood swing of the market and I haven't changed the way
I feel about the long-term prospects for our stocks. In fact, I see this as an
opportunity to buy some great companies at sale prices."

Source:
firsthandfunds.com
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