Tekboy,
Good to see you've stepped out of bloat mode. <ggg> Notice how the number of posts have narrowed down now that Mike is off having fun. <vbg> I know he won't read this, so I can be unfair and tease him.
I'm not here to push mutual funds, but since the discussion was about possible places to invest in a diverse technology basket that includes gorillas/kings and baskets - here's a link to a fairly recent Kevin Landis weighting in his First Hand Technology Leaders Fund for Feb/March, 2000:
firsthandfunds.com
I have a high respect for Kevin and his grasp of the industry. His returns have been quite handsome and he seems to know and understand the gorilla game in everything I've read or heard him say. There are certainly some familiar names on his list: Qualcomm, Cisco, Intel, Microsoft, Oracle, Sun Microsystems and many others that have appeared on this thread via discussion.
Here's a link to the Innovator's fund (Kevin Landis):
firsthandfunds.com
It also contains some very familiar names to us like Cree, Juniper, JDS Uniphase, Exodus and a few others.
Here's a link to the Technology Value Fund (Kevin Landis):
firsthandfunds.com
It holds some familiar names like i2, Wind, Nokia, Corning, Conexant, Lucent, Motorola, PMC-Sierra and others that have cropped up in discussion.
They also have a Communications Fund (team managed) and The e-Commerce Fund (team managed). You can easily view all the holdings in these specific funds at the links above. I'm sure there are other excellent technology funds that understand the game, but I simply mentioned Landis because he is one I follow in the news media. I mention this because it is quite possible we have plenty of lurkers and thread contributors who might not have the amount of capital needed to buy a good weighting of five, six or seven core holdings. Hence, a fund like the Tech Leaders Fund, which has a solid weighting in gorillas and kings could be a possible avenue for investment of the 'game' if one would like to be invested in Qualcomm, Cisco, Intel, Microsoft, Oracle, Sun and some other compelling companies.
Of course, the QQQ is a method as well, however that is 100 companies where as the Technology Leaders Fund is only 26 companies.
BB |
