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Technology Stocks : Comverse Technology

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To: Mark Ambrose who wrote (1079)	3/15/2000 6:19:00 PM
From: Mark Ambrose	Read Replies (1) of 1331

Manager of the Ark Balanced fund likes CMVT for growth. Wednesday March 15, 4:21 pm Eastern Time worldlyinvestor.com Fund Talk Balancing Its Portfolio on a Tripod By Scott Noland, Correspondent The Ark Balanced fund is spreading its risk in return for solid returns. With the stock market roiling even more than usual this week, even growth-obsessed investors are starting to wonder if the best offense might at least include a good defense. Veteran money manager Charles Knudsen believes there's no reason to give up on growth. With a properly balanced portfolio, he says market turbulence can even work to your advantage. ... Looking for Growth It's not all bottom-fishing. Knudsen also takes risks on behalf of emerging technology and telecom leaders -- companies on their way to becoming industry stalwarts. Among them, he likes Comverse Technologies (Nasdaq:CMVT - news), the number-one voice messaging systems company in the US and a major Bell Atlantic (NYSE:BEL - news) supplier. ``They're pretty much the only game in town,' he says. He's hanging on to his other telecom stocks as well, in faith that investor enthusiasm will push them still higher. ``We're still positive on the sector even though some names are over-valued,' he says. These are the stocks that keep the Arc fund speeding ahead. But when waters start to roil, it's the balance that matters. ... biz.yahoo.com

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