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Technology Stocks : Pacific Century CyberWorks (PCW, PCWKF)
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To: John McDonald who wrote ()3/11/2000 7:17:00 PM
From: astyanax   of 4541
 
Wireless Fund taking position in PCCLF? This story in CBS Marketwatch.com doesn't say so, to be sure, and they're probably not. But it looks like they're keeping an eye on a particular "ridiculously highly valued" HK mobile stock. Hmm, I don't know many stocks that fit that criteria. Anyway, I'm quite intrigued by the statement of the portfolio manager of the first wireless mutual fund:
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cbs.marketwatch.com

[Excerpt]
Q: How about developing countries? We're hearing now that wireless communication is getting to be far more cost efficient and expedient than installing new land lines. Does this create a viable market for wireless?

A:
...What you will get of course are the local carriers, local operators. The stuff we're looking at closely, which appears to me ridiculously highly valued, is a stock in Hong Kong which gives you a route into the Chinese market --which obviously could be enormous.

The only stock that we own that you could say has a Third World link to it is Samsung, a Korean stock, which is not really a play on emerging markets as much as a play on some pretty clever hardware. They're the first mobile phone manufacturer who will be offering video streaming.
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Well, a lot more info is up at their website, though no references to any other asian cell plays like DoCoMo or Hikari Tsushin.
gffunds.com

- Netconductor.com
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