Paul and all, Kevin Landis likes AMAT...
[successful tech fund manager]
Can you tell us briefly about the other two funds that you
just mentioned?
Landis: Well, there's the Technology Leaders Fund and the Technology
Innovators Fund, and those are both pure electronic tech, pure high tech,
with just one manager, me. They invest in basically two different profiles
of high tech companies and you can think of them as the two ends of the
spectrum.
The Technology Leaders Fund (TLFQX) invests in companies that have
established leadership or competitive dominance of a very promising
market. So some of the companies on that list are fairly well known, and
they kind of help by example to describe the profile. These are companies
like Cisco (CSCO: news, msgs) and Lucent (LU: news, msgs), Intel,
Microsoft (MSFT: news, msgs), Oracle (ORCL: news, msgs), Applied
Materials (AMAT: news, msgs). Really big strong companies. But it's not
their bigness that got them there, it's their dominance of a business that got
us excited about the companies. There are some other companies in there
that have that feel to me, and they meet that criteria, but they're not quite
so famous. Companies like Qualcomm (QCOM: news, msgs) or
companies like PMC Sierra that have that same basic profile but that
aren't famous yet, but I think will be.
cbs.marketwatch.com
Gottfried
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