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Technology Stocks : EMC How high can it go?
EMC 29.050.0%Sep 15 5:00 PM EST
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To: Gus who wrote (8996)1/28/2000 6:04:00 AM
From: JDN  Read Replies (1) of 17183
 
To all: Thought you all might be interested in this successful fund managers comments. JDN

Bill Keithler, manager of the $6.5-billion Invesco
Technology Fund (up 145 percent in 1999), admits
that the valuations of many high-tech stocks are a
bit high. While he's not expecting a repeat of
1999, Bill is looking for a reasonably good year
for tech stocks. His fund is well diversified and
owns about 105 names.

Bill likes to invest in companies that are leaders
within their sectors and dominate their respective
industry. He argues that the returns of the leaders
tend to be higher when compared to companies that
are not leaders in their respective industries. He
will expand his exposure to a given subsector if
the market dynamics support strong growth in that
area. An example of one area where he has expanded
his exposure is the storage market. "We own market
leaders like EMC (EMC 108) on the hardware side and
Veritas (VRTS 157 3/4) on the software side. We
believe storage will be a long-term, high-growth
space," says Bill. Other companies he favors in the
storage space include: Network Appliance
(NTAP 102 7/8), Advanced Digital Information
(ADIC 54 1/2), MTI Technology (MTIC 29 1/2) and
Legato Systems (LGT
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