Hey Tony. I agree with the other guy that Janus Global Tech is a great fund, but is closed. The Internet Fund (Kinetics, actually) has come out with a global Net fund:
kineticsfunds.com
weighted heavily towards telecomm. The only other fund I can think of is somewhat similar to Janus, it's Dresdner RCM Global Technology, I think its DRGTX, and I think a minimum of $5000, which may be a little high.
The global markets are indeed poised for a lot of pure growth, if that's what you're looking for. I believe you're a fellow INSP holder (btw, good call on HLIT, really great company, the broader markets have finally come to appreciate it), which gives you some int'l exposure. Here's the int'l angle on that stock:
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InfoSpace CEO -2: Latest Buys To Boost Revenues In 2000
By Anthony Palazzo
12/06/1999
Dow Jones News Service
(Copyright (c) 1999, Dow Jones & Company, Inc.)
In 2000, wireless services will make up an estimated 40% of InfoSpace . com 's revenue, Jain said,
up from the previous estimate of 5% to 10%.
One-third of the company's revenue will come from international sources in 2000, [CEO Naveen] Jain said.
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Good luck. - Netconductor.com
>>Tony Harper wrote:
Hey Net, do you know of any mutual funds that specialize in Overseas Internet companies. I'm thinking the big run over there has not happened just yet and it may be time to look in that area. What you think?? Tony |
