Bill, Technology Value Fund still had WIND at the end of 1H01. Here are that fund's software holdings [shares, $$$]...
SOFTWARE 22.6% 440,633,902
Concord Communications, Inc. (1) * 1,269,000 11,421,000
i2 Technologies, Inc. * 148,000 2,930,400
Legato Systems, Inc. (1) * 4,981,000 79,446,950
Micromuse, Inc. * 1,198,200 33,537,618
PeopleSoft, Inc. * 3,417,900 168,263,217
Pervasive Software, Inc. * 331,500 483,990
VERITAS Software Corp. * 1,023,004 68,060,456
Visual Networks, Inc. * 1,428,300 12,497,625
Wind River Systems, Inc. * 3,665,100 63,992,646
The 1H01 report just became available for download firsthandfunds.com
Gottfried |
