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To: Mark Oliver who started this subject	2/23/2001 7:43:23 PM
From: mr.mark	of 332

Chris Bonavico of TransAmerica Aggressive Growth Fund: 2/22/2001 6:11:13 PM Market View It is direly important to invest in quality in this market. It is important to remember there is always an end to a recession. Bonavico's Top Picks: MXIM "Best semiconductor in the universe" Will grow and get stronger RHI A leading employee services company Employees are in short supply At 25X earnings PALM Selling many new devices A leader in mobile computing Applications are being developed to PALM's platform EMC A good place to be A dominant player in its sector A good holding In order to bring the NASDAQ back, Bonavico feels we need to wipe out the lower quality players and rebuild investor confidence. netcog.com

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