Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 267.87

-0.6%

3:59 PM EST

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To: Teri Skogerboe who wrote (18796)	4/14/1998 8:07:00 PM
From: Gottfried	Read Replies (1) of 70976

Teri and all, * OT - Bay Area Investor Seminar * I'm tempted to spend the 20 bucks to attend because "Technology Value Fund" manager Landis is one of my heroes. His fund made over 60% in 1995 and again in 1996. Then in 1997 he made 6.46% - even less than I did.<g> seminar announcement: biz.yahoo.com The holdings of his NEW fund include AMAT and KLAC. excerpt: Landis also manages a new fund, the Technology Leaders Fund. Among the major holdings were (as of Feb. 28) Advanced Fibre Communications (NASDAQ:AFCI - news), Intel (NASDAQ:INTC - news),Pairgain Technologies (NASDAQ:PAIR - news), Tellabs (NASDAQ:TLAB - news), IBM Corp. (NYSE:IBM - news), Applied Materials (NASDAQ:AMAT - news), Hewlett-Packard (NYSE:HWP - news), Lucent Technologies (NYSE:LU - news), Cisco Systems (NASDAQ:CSCO - news) and KLA-Tencor (NASDAQ:KLAC - news). His opinions will clearly cover the broad spectrum of Silicon Valley's best known and ... least-known names.< One little problem: the seminar announcement says Tech Value fund made 60% in 1997. It actually only made 6.46% fund performance chart: quote.yahoo.com annual gains: quicken.com GM

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