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Technology Stocks : Stratex Networks, Inc. (STXN)
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To: Rob Preuss who wrote (1000)8/17/2000 12:18:17 PM
From: Rob Preuss  Read Replies (1) of 1762
 
[Update on Kevin Landis' holdings...]

As of 30 June 2000, Firsthand Capital Management held
7,687,600 shares of DMIC (now STXN) with a total value
of $293,090,000 ($38.125/share). That's 50,000 shares
more than they held at the end of May.

Source:
sec.gov

This is a Form 13-F, filed with the SEC on 8/14/2000, which
shows all FirstHand Funds holdings as of 30 June 2000.

According to this form, their largest holdings are:

CORNING $ 416 M
SEAGATE $ 357 M
PMC SIERRA $ 318 M
VITESSE $ 299 M
DMIC $ 293 M
WIND RIVER $ 281 M
TRANSWITCH $ 240 M
========
$2,204 M

while their total holdings are $7,137 M.
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