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Technology Stocks : Rockwell-Spins off Conexant (CNXT)
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To: straight life who wrote (19)2/28/1999 10:35:00 PM
From: Randy Nuss  Read Replies (1) of 2013
 
If you go to the First Hand Funds web site (firsthandfunds.com), you'll see the Technology Leader's Fund and Technology Innovator's Fund have Rockwell as the largest holding (near 10%). I e-mailed Kevin asking if they just own Rockwell or if it means CNXT. I received a reply stating that the web pages should say Conexant. The response said they specialize in communications companies and they bought Rockwell prior to the spin-off so they could own CNXT shares.

I was impressed with what was said in the SI interview and I think it's a strong vote of confidance that CNXT is the largest holding. I wish CONEXANT was mentioned, because there's still very little attention paid to the company.
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