The Internet Fund: WWWFX - Fund for the 21st Century? Message Board

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Strategies & Market Trends : The Internet Fund: WWWFX - Fund for the 21st Century?

WWWFX 68.29

-1.5%

Nov 18 4:00 PM EST

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To: DAPerez who wrote ()	4/7/1999 7:32:00 AM
From: astyanax	of 213

Two questions for Net analysts [broadband]. Two thoughts in my mind during the WSJ chat but I didn't get to ask are below. Let me know any of your thoughts: 1) The portfolio has a strong presence in business-to-consumer and consumer-to-consumer (e.g. Ebay) markets. Are you also seeking to leverage business-to-business ecommerce opportunities? 2)The telecom section of the portfolio seems concentrated on xDSL and particularly fiber-optics rather than broadband via coaxial cable. The market darling of coax is @Home, which you dropped from the top holdings. [although XCIT shares are convertible to ATHM]. ...the explosion in home PC broadband access will be dominated by the cable industry. At least the projections suggest that's the trend through 2003. xDSL is still technologically unfeasible in most areas. Forbes just had a cover story on the problems "lighting" fiber optics, most of which are "dark" and will be for quite some time largely due to enormous costs... - Netconductor.com

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