Just happen to come across them in this press release
Explosive Growth Target of Keynote Speaker at April 25 Silicon Valley
Technology Forum
MILPITAS, Calif.--(BUSINESS WIRE)--March 19, 1998--Will technology
stocks continue to lead a raging bull market for the remainder of year?
Kevin Landis, co-manager of the top-rated Technology Value Fund, will
address that question and pinpoint the best bets for 1998 at the 3rd
Annual Silicon Valley Technology Forum, Saturday, April 25 in Milpitas.
Landis, whose fund was the No. 1 science and technology fund over the
past three years, will deliver the keynote at the Informed Investors
Forum at the Milpitas/Silicon Valley Embassy Suites Hotel. The Forum
also will feature up to 12 leading companies, including Coherent
(NASDAQ:COHR) and Cymer, Inc. (NASDAQ:CYMI).
Cost to attend the Forum, which includes continental breakfast, is $20
prepaid, and $30 at the door. Audio tapes of the Forum also will be
available. To register or for additional information call 800/992-4683
or 916/448-8222 or visit the Informed Investors website at
www.informedinvestors.com.
Landis has become one of the top Silicon Valley tech stock pickers in
recent years. His TVF fund, which he co-manages with Ken Kam, produced
more than 60% annual returns for 1995 and 1996, and has cumulative
returns of 245% since the Fund's inception in 1994. The fund currently
has more than $230 million in assets under management.
The five top holdings in the fund are PMC-Sierra, Inc. (NASDAQ:PMCS),
Level One Communications (NASDAQ:LEVL), Altera Corp. (NASDAQ:ALTR),
Avant! Corp. (NASDAQ:AVNT) and Applied Micro Circuits (NASDAQ:AMCC).
Other significant holdings in the fund are Centocor Inc. (NASDAQ:CNTO),
Immunex (NASDAQ:IMNX), Medtronic Inc. (NYSE:MDT), Endosonics Corp.
(NASDAQ:ESON) and Cymer, Inc.
The fund family, recently announced the formation of two additional
funds, including the Technology Leaders Fund to be steered by Landis.
Top holdings in that fund include Vitesse Semiconductor (NASDAQ:VTSS),
Pairgain Technologies Inc. (NASDAQ:PAIR), Intel (NASDAQ:INTC), Tellabs,
Inc. (NASDAQ:TLAB), Cisco Systems, Inc. (NASDAQ:CSCO) and Lucent
Technologies (NYSE:LU).
Since 1993, Sacramento-based Informed Investors has been linking
investors with management of public companies. Informed Investors
represents individual investors who collectively hold an estimated $1.5
billion in investable assets. |
