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 ()	4/9/1999 7:22:00 AM
From: astyanax	Read Replies (1) of 213

BNYN + The Internet Fund. BNYN has been part of The Internet Fund's Top 25 holdings for a while now. The first message board reference I can see is my post #722 from the SI BNYN boards on March 16th. Lately, this small-cap stock has absolutely exploded, which caught my attention. Then I look at all the message boards filled with "BNYN IN TOP 5 OF INTERNET FUND!" everywhere. Particularly, I'm wondering about this post from Yahoo! boards and repeated here: "The manager of the 'Internet Fund' was on CNBC and said BNYN was his #3 holding right behind AMZN and AOL." Can anyone give me the date of this appearance and let me know how I can purchase this videotape (or text transcript) so I can add it to my webpage? Did anyone see this interview? I have a very hard time believing this post is being straight with all the facts. Portfolio manager Ryan Jacob has always shunned taking a large position in AMZN. In fact, I have the 12/31/98 prospectus in front of me which shows that, at a mere 1,000 shares, they held fewer shares (by far) of this company than any other. The stocks that have been a mainstay in the TOP 5 over the last few months (according to the prospectus and news articles) include: CMGI, DoubleClick, and Geocities. AOL is also in their TOP 10 and probably TOP 5. So did Ryan Jacob really say on CNBC say AMZN, AOL, and BNYN are his top 3? Although it's possible, I find that hard to believe, I want to see the videotape. - Netconductor.com --- The Internet Fund Fan Club netconductor.com tulipmaniac@netconductor.com

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