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Strategies & Market Trends : Internet Mutual Funds

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To: HighTech who wrote (6)	12/19/1999 9:09:00 PM
From: Zephod	Read Replies (1) of 9

Greetings HiTech; Topannunity; Good idea to post over here. While I have the utmost faith in Jim Callinan, (co-manager RS Internet Age Fund) I've benefited from his stock picking prowess for the better part of a year in the RS Emerging Growth Fund, I also like the concentration of B2B stocks in the E-Commerce Funds. Interesting to note Firsthand E-Commerce Fund is over 50% cash, I suspect they're flooded with inflows. I also like the fact both of these funds (RIAFX & TEFQX) can participate in IPO's. According to Bob Brinker most of the big B2B companies are not yet public. A friend sent this link to me, interesting read beta.siliconinvestor.com

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