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Technology Stocks : Paul Allen's Wired World

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To: Adam S who wrote (317)10/30/1999 9:34:00 AM
From: Adam S  Read Replies (1) of 361
 
It's interesting that in the previous analysis, the author suggests how a investor might invest in Allen's Wired World:

Perhaps the most frustrating realization for Internet investors is that there is currently no easy way to directly invest in Paul Allen's vision... Perhaps the best way for the public to get a slice of the Wired World pie for the near term will be the IPO of Charter Communications scheduled for mid-November... Another strategy for cyberstock investors would be to compile a "mini-Wired World portfolio" by putting together an identical basket of some of Allen's wide variety of public holdings.

It's interesting to note we took the latter approach back in July.

Here's the portfolio:

siliconinvestor.com

Share prices were based on market close, July 2, 1999.

For a full explanation of the weightings, see:

siliconinvestor.com

Adam
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