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Technology Stocks : COM21 (CMTO)

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To: Kerry Lee who wrote (1725)2/11/2000 4:47:00 PM
From: rod runyan  Read Replies (1) of 2347
 
Thanks for the article and link. I notice that CMTO is listed in the top 5 holdings on 3 of his 5 funds. What wasn't apparent from reading the article is that none of those 3 funds listed CMTO as a top 5 holding at the end of 1999. vanwagoner.com

I probably suffer from herd instinct but it is nice to have the company of a fund manager who had 4 of his 5 funds return over 200% last year. It is also nice to be in the company of people like Mark and Pat who share so much information & dd.

Have a good weekend everyone. rod
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